Dental Financial Associates are financial advisors exclusively for dentists.

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The term ‘Dental Financial Associates’ or ‘us’ or ‘we’ refers to the owner of the website whose office is Dental Financial Associates, Elliotts Drive,, Claylands Road, Bishops Waltham, Hampshire, SO32 1BH. The term ‘you’ refers to the user or viewer of our website.

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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.