Our Services

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Our planning process for personal clients is ‘hands on’ and completely tailored to help you control your finances and enjoy what you have worked hard to achieve. By working with you on understanding your goals and plans now, and into the future, we then develop a clear step by step plan to ensure you reach every milestone. But, we also understand circumstances change along the way due to things within and out of your control. So, to ensure your personalised plan stays on track we manage and review your plans’ performance on a regular basis.

Fee Based Advisory

We provide a fee based advisory to practitioners with access to impartial and objective advice.

Financial Appraisals

We offer a free initial financial appraisal for dentists and doctors, giving you the opportunity of finding out more about us.

Practice Finance

We can assist in identifying the commercial viability of a particular practice, as well as sourcing the appropriate funding.


Financial seminars for Vocational Dental Practitioners (FDs) and GP trainees as well as hospital doctors and dentists.

Practice Valuers

We can personally introduce you to a practice valuer and sales agent.

Dental Practice Sales & Valuations

We can point you in the right direction when it comes to valuing and selling your dental practice.

Impartial, objective and professional financial advice