Antoine de Saint-Exupery

Financial Planning

Sun Tzu

Financial Planning

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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 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 unique financial planning solution.

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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, director or partner of a practice, we can help you fine tune your financial needs for the future. We are big believers in your practice helping the funding of 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. 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 career forward with the aim of achieving the lifestyle you deserve.

WHAT OUR CLIENTS SAY

Martin, Paul and the Team have been invaluable in helping us ensure that our family and practice will remain secure if any unfortunate event were to occur. The service provided by DFA 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 & Dr Hayley French — Clarendon House Dental Centre

DFA offers unique services due to their uncanny understanding of Dentistry and Dentists in general and like a good caring Dentist, you are very patient and understanding of the predicament of a busy professional such as myself struggling to organise my financial affairs!
The advice is very methodical and based on good evidence and you take much time to explain the solution. I am very grateful for your help and advice.

Jatin Desai

DFA 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 the dental profession and our needs provides me with a bespoke and complimentary financial plan. This service is essential if you want a financially secure future and no worries.

Dr Dave Mantle

I would not hesitate to recommend DFA. They have a thorough understanding of the Dental business and as well as comprehensively sorting out our financial requirements they are always ready to go that extra mile with any business help or advice you may require.

Derek Stott - Needham Market Dental Practice

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