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.

PFM Dental Wealth Management is a specialist independent financial adviser with Chartered Financial Planner status. We are experts on the NHS pension, SIPP and Investment portfolios. We provide advice for dentists at all career stages whether associate or practice owner. PFM Dental are the only Chartered Financial Planners (Independent Financial Advisers) with a specialist Chartered Dental Accountancy division. Unlike many other ‘specialist’ professional service providers for dentists the PFM Dental group offers services exclusively to dentists. In additional to Chartered Financial Planning and Specialist Dental Accountancy services the PFM Dental group has practice Sales and Valuations and Legal divisions.