Financial Advisers

Essential Money provides Independent Financial Advice for dentists throughout the UK, helping you make the right financial decisions.

The everyday demands of running a busy dental practice can take your focus away from achieving your personal financial goals and establishing financial security. we understand the many complexities of your particular profession. For your practice, you may be considering: Financing its purchase Providing an auto enrolment compliant Employer Sponsored Pension Scheme for your staff Ensuring you have locum cover in place* Key person assurance Creating a business exit strategy* Alternatively, for you and your family you may want to discuss: Maximising NHS retirement planning opportunities Efficient tax planning Maximising investment opportunities Protecting your income We ensure we work closely with you to gain an understanding of your dental practice in order to create a bespoke financial plan that will help you achieve the lifestyle you aspire to. We work closely with other complementary advisers, such as solicitors and accountants, in order to provide a comprehensive approach to financial planning.

At Wells Gibson we make it easier for client families to visualise and achieve the life they want. We put your life at the centre of our conversations and will design and create a wealth plan which will: Answer your big questions; Help you be financially well organised and prepared for the future; and Give you the greatest chance of a successful investment outcome and fulfilled life from the money you have and will have.