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DO YOU NEED A REVIEW OF YOUR
EXISTING PENSION ARRANGEMENTS?

Are you worried that your existing pensions might not be performing?

Many older style pensions were taken out at a time when investment choice was limited to a balanced, property, with profits or equity fund. This along with sometimes high charges and a lack of active management after the pension was taken out has lead to a large number of pensions which have not performed well.

Pensions should be reviewed and well managed on a regular basis to help you achieve the financial security you have planned for in retirement.

Investments in most pension plans are not actively managed by a financial adviser nor have the funds selected been suitable for a client’s attitude to risk. We believe there are better pension products available today, representing good value for money, offering wide fund selections suitable for your objectives and are fit for purpose.

EXPERT PENSION REVIEWS
FOR DENTAL PROFESSIONALS

We can fully investigate and analyse your current pension holdings with respect to your objectives, affordability and attitude to risk. We will:
  • Establish what you want to achieve and what you need for a comfortable retirement
  • Assess your current situation and affordability
  • Review your options and make recommendations
  • Implement and regularly review your pension

We can improve the performance of your pension by:

  • Having a professional review of your plan on a regular basis.
  • Developing a pension strategy using correct asset allocation based on your own attitude to risk.
  • Making sure the charges on your pension remain competitive and appropriate.

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

ARRANGE A FREE
ONE HOUR CONSULTATION