Sun Tzu

Financial Planning

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Sun Tzu

Financial Planning

DISCOVER MORE

OUR ADVICE IS TAILORED TO YOUR CIRCUMSTANCES

At whatever stage of your career

NEWLY QUALIFIED DENTIST

As you embark on your dental career, we can help with any financial planning matters and ensure you you start off on the right foot financially. We hope this could be the start of a long-term relationship!

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ASSOCIATE DENTIST

As an associate dentist you hopefully are well established, have good patient numbers and high job satisfaction. Maybe you have bought your first home or started a family and you are now thinking about planning your future. Whatever your situation and needs we can produce a bespoke financial plan.

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DENTAL PRACTICE OWNER

You own a dental practice, have a sound patient base and are looking for financial peace of mind. As a principal owner or partner of a practice, we can help you fine tune your financial needs for the future. We are big believers in your practice funding your financial plan.

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THINKING OF RETIREMENT

Are you looking forward to retirement? Now is the right time to start planning to ensure that the longest holiday of your life is as long and as happy as possible by being adequately funded. Once the planning process has been started the vast majority of our clients retire on an income sufficient or more than adequate to enjoy a meaningful retirement.

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FINANCIAL PLANNING FOR DENTISTS

Our aim is to develop a long term relationship with individuals and practices, providing support that can adapt to changing needs.

At DFA we offer Financial and Business Planning for Dentists. We assess your personal financial plan in conjunction with the performance of your practice. Through the development of a plan we can help you take your dental practice forward with the aim of achieving the lifestyle you deserve.

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WHAT OUR CLIENTS SAY

Martin, Paul and the Team have been invaluable in helping us ensure that our family and practice would remain secure if any unfortunate event were to occur. The service provided by Dental Financial Associates is comprehensive and tailored exactly to our needs and we highly recommend them to any dentist wanting peace of mind over their financial affairs.

Dr Chris and Dr Hayley French — Clarendon house Dental Centre, Leamington Spa

I have known and been working with Martin for approximately 10 years now. Within that time the clients that I’ve referred to him have been delighted to benefit from his professionalism, dedication, extremely helpful advice and prompt support. Martin has a passion for dentistry and is a real expert in all the financial and business aspects of a dental practice. Martin and his team deliver on their service level commitments and I’d have no hesitation in recommending him to any of my dental customers wherever they are nationally.

Ian Eslick - DPAS Business Development Manager

Martin Haines at Dental Financial Associates has provided me with easy to follow information and advice, which means I don’t have to worry about my financial future, and can concentrate on being a dentist and enjoying life. Their specialist knowledge of policies for dentists and their total independence from any of the companies means I have a bespoke and complimentary portfolio of policies to insure me and to provide for me and my family’s future. This service is essential if you want a financially secure future and no worries.

Dr Dave Mantle - Smilecare, Chiswick

I would not hesitate to recommend Dental Financial Associates. Martin Haines has a thorough understanding of the Dental business and as well as comprehensively sorting out our financial requirements he is always ready to go that extra mile with any business help or advice you may require by drawing upon his extensive knowledge and experience or referring you to the appropriate person.

Derek Stott - Needham Market Dental Practice

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