Dental Financial Associates are financial advisors exclusively for dentists.

This privacy policy sets out how Dental Financial Associates uses and protects any information that you give Dental Financial Associates when you use this website.

Dental Financial Associates is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

Dental Financial Associates may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 10th June 2009.

What we collect

We may collect the following information:

  • name and job title
  • contact information including email address
  • demographic information such as postcode, preferences and interests
  • other information relevant to customer surveys and/or offers

What we do with the information we gather

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • Internal record keeping.
  • We may use the information to improve our products and services.
  • We may periodically send promotional email about new products, special offers or other information which we think you may find interesting using the email address which you have provided.
  • From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.

Security

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

How we use cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. We use a number of different cookies on our site. If you would like to find out more information on what cookies are, or how to control or delete them, then we recommend you visit www.aboutcookies.orgfor detailed guidance.

The list below describe the cookies we use on this site and what we use them for. Currently we operate an ‘implied consent’ policy which means that we assume you are happy with this usage. If you are not happy, then you should either not use this site, or you should delete the cookies having visited the site, or you should browse the site using your browser’s anonymous usage setting (called “Incognito” in Chrome, “InPrivate” for Internet Explorer, “Private Browsing” in Firefox and Safari etc.)

First Party Cookies

These are cookies that are set by this website directly.

Google Analytics: We use Google Analytics to collect information about visitor behaviour on our website. Google Analytics stores information about what pages you visit, how long you are on the site, how you got here and what you click on. This Analytics data is collected via a JavaScript tag in the pages of our site and is not tied to personally identifiable information.We therefore do not collect or store your personal information (e.g. your name or address) so this information cannot be used to identify who you are.

You can find out more about Google’s position on privacy as regards its analytics service athttp://www.google.com/intl/en_uk/analytics/privacyoverview.html

Contact form: Our contact page use a session cookie to process online enquiries. The form on our contact page contains a code for users to enter in order to verify they are ‘human’ – this process requires a cookie to be set. More information on session cookies and what they are used for can be found at www.allaboutcookies.org/cookies/session-cookies-used-for.html

Third Party Cookies

These are cookies set on your machine by external websites whose services are used on this site. Cookies of this type are the sharing buttons across the site allow visitors to share content onto social networks. Cookies are currently set by Addthis. In order to implement these buttons, and connect them to the relevant social networks and external sites, there are scripts from domains outside of our website. You should be aware that these sites are likely to be collecting information about what you are doing all around the internet, including on this website.

You should check the respective policies of each of these sites to see how exactly they use your information and to find out how to opt out, or delete, such information.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling your personal information

You may choose to restrict the collection or use of your personal information in the following ways:

  • whenever you are asked to fill in a form on the website, look for the box that you can click to indicate that you do not want the information to be used by anybody for direct marketing purposes
  • if you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us at [email protected]

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee will be payable. If you would like a copy of the information held on you please write to Dental Financial Associates, Elliotts Drive, Claylands Road, Bishops Waltham, Hampshire,SO32 1BH

If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.

MEET THE DENTAL FINANCIAL ASSOCIATES TEAM

Helping you achieve the lifestyle you deserve.
01489 890111

Martin Haines DipFA MLIBF

Principal

Martin qualified in engineering going on to study motor trade law, motor
dealer management and business organisation. After a number of years in
motor trade management he decided on a career change and joined the
insurance industry.

After a decade working mainly for large insurance companies he formed
his own independent financial planning business in 1990 primarily working
with individuals and small to medium size businesses including a number of
dental surgeons.

In 1994 the business decision was made to specialise in dental related
financial advice working exclusively with dental surgeons. This included
a realisation that to provide a fully integrated and holistic financial plan a
knowledge of how a dental practice actually functions was essential. The
following six years were occupied working with dentist only providers which
included a specialist dentist only IFA, a specialist dentist only accountant and
Denplan.

Having acquired sufficient knowledge to advise dentists effectively on both
financial and business/practice matters Dental Financial Associates was
formed in 2001 working exclusively with dentists on a fees rather than a
commission basis more than a decade before the regulators imposed a fee-
based proposition on all IFA’s.

Having created a business that has clients and staff that are a joy to work
with Martin’s out of work interests include family, which now includes seven
grandchildren, church, cycling, skiing, sailing and keeping fit enough to do all
of them effectively

01489 890111

Paul Haines DipFA MLIBF

Adviser

Paul has over 10 years’ experience working in the Financial Planning sector exclusively for the dental profession.

He holds a Diploma in Financial Advice (DipFA) and continues to expand his knowledge through additional exams. Whilst advising on all aspects of financial planning, Paul has particular interest in pensions, savings and investments.

Paul says “Good financial planning should provide options for clients where they may not have had any. It could be a surviving spouse being able to bring up their family without financial difficulty because they had the right protection in place, or a retiree having the income they require to enjoy a good standard of living in retirement. Careful planning is essential to making sure clients can realise their dreams whilst having peace of mind that they’re protected if the worst should happen.”

In his spare time Paul loves to spend time with his wife and children. He also enjoys mountain biking (even competing in the odd race), cooking, scuba diving and attending music festivals whatever the weather!

01489 890111

Sam Lunn BSc (Hons) DipPFS EFA

Paraplanner

Sam joined us in January 2015 as a paraplanner and has a Diploma in Regulated Financial Planning. He is now studying towards the Advanced Diploma and becoming a Chartered Financial Planner.

Sam has experience as a pensions analyst and brings a good depth of knowledge in pensions as well as analytical and mathematical skills. He has helped a number of clients in understanding their pensions and the options available.

Outside of work Sam enjoys spending time with his wife, decorating their home and dabbling in the garden. He also spends a lot of time at his local CrossFit gym, including coaching classes twice a week and taking part in competitions. He enjoys experimenting in the kitchen and spending time in the local coffee shop!

01489 890111

Carole

Office Manager

Carole joined DFA in 2013 as Office Manager.

Her background is as a Nanny, spending almost 20 years working for various families both here in the UK and overseas. On moving to the Isle of Wight in 2004, Carole decided on a change of career and spent 8 years working as PA/Administrator to an island based IFA.

Carole’s role is to work closely with the clients and team alike to ensure the best service is delivered, while managing and supporting the administration arm of the business.

When not at work Carole enjoys reading and spending time with family and friends.

01489 890111

Jackie

Administrative Assistant

Jackie joined DFA as an Administrative Assistant in March 2017. Having spent 30 years working in the Banking Sector she has brought with her a wealth of experience and organisational ability. Working closely with Carole and the rest of the team she assists in the efficient running of the Company.