We get dentists more
We specialise in helping dentists throughout the UK. And we have done for more than twenty years. We understand many of your challenges, and we’re well informed on current trends and issues within the dental profession. Our team are uniquely qualified to talk through, plan and help you manage your finances.
Orthodontist, Anshu Sood explains why she chooses to work with a specialist financial planner.
Why do dentists
choose Wealthwide?
Specialist Services
We’ve developed a range of bespoke services for dental professionals including:
Trusted Advisers
As a trusted adviser to dentists across the UK, and a member of ASPD, we’ve built up great relationships with many other professionals who work with dentists:
our network includes accountants, solicitors, bankers, practice agents and valuers
we can introduce you to these trusted professionals
we’ll get our heads together and work out what’s best for you
Independent Advice
We give unrestricted, independent advice so we can:
select products and services from the whole market
find a solution that suits your circumstances as a dentist, rather than being tied to one particular provider
advise on many different financial products including insurance, mortgages, savings, investments and pensions
help you grow your practice
help with tax and financial planning
The Financial Conduct Authority does not regulate taxation advice, savings products and some aspects of commercial finance.
Independently Owned
There are many advantages of being a privately-owned business:
long-term personal service with a trusted adviser and support team
Chartered Financial Planner Thomas Dickson started working with dentists in 1998, and still works with some of those clients today
Over time our business has evolved to provide the comprehensive fee-based financial planning service you’ll find today
The majority of our clients have been with us for more than 10 years
We’re able to be flexible and advise younger associates who may not be ready to embrace fee-based financial planning. For these clients we can work on a commission basis
“The team at Wealthwide understands how dentistry works, from the day-to-day stuff like raising finance on practice renovations, to the career path, to the realities of life as a principal dentist or practice owner.”
Thomas Dickson
Thomas is the founder and Managing Director. As well as advising clients he mentors our growing team.
He’s a Certified Financial PlannerCM, a Chartered Financial Planner, and holds the Chartered Insurance Institute’s Advanced Financial Planning Certificate.
Raised in Hong Kong, Thomas studied in Birmingham and Tokyo, then started work as a financial adviser in 1993. He set up practice in 1998, before co-founding ‘money4dentists’. In 2007, he set up Essential Money to provide comprehensive financial planning advice to dentists nationwide – renaming it Wealthwide in 2021.
He lives in Kings Heath with his wife Sarah and 3 children – Alexander, Irene and Phoebe. If he’s not in the office, you’ll find him on his bike or on the tennis court.
Bhavna Parekh
Bhavna works as a Senior Client Relationship Manager helping advisers prepare for client meetings. Bhavna leads the team that prepares the cashflow planning for clients.
Bhavna joined us in March 2012 and before then worked for Standard Life for 9 years. Bhavna has taken many exams over the years and has Certificates in Financial Services and Mortgage Advice .
Originally from Yorkshire, Bhavna moved to the Midlands in 2000. She now lives in Halesowen with her husband Divyesh, and two boys, Shivam and Pavan, who keep her very busy. Bhavna loves socialising with family and friends, reading, running, going away on holidays and listening to music - although she’s terrible at naming the artist!
Nicky Kenward
A crucial part of our client support team, Nicky brings over 25 years of industry experience and understanding to every situation.
She helps our clients and advisers with all types of administration – making sure everything happens as it should, when it should. And making our clients’ lives a little easier in the process.
Nicky lives with her husband and three adorable cats – Lola, Bertie and Fungus. She also supports the local cat rescue charity they came from. In her spare time she loves going to see live bands.
Louis McCarron
Louis began working with us in 2017 and assists the Client Support Team in all aspects of administration and supports our advisers closely, sitting in on financial planning meetings and writing the meeting notes.
He’s our “IT” champion and our go-to person for technical issues.
When not in the office, Louis enjoys playing football, video games, and is a proud season ticket holder at Villa park.
Martin Brown
Martin joined us in October 2016 having previously spent 20 years providing financial planning advice to dentists in the North West.
He really enjoys client meetings and working with clients to enable them to achieve their short and long-term financial objectives.
Martin has lots of experience in all aspects of financial planning including; understanding the complexities of the NHS Pension and creating tax efficient investment and estate planning solutions.
Martin's focus on building relationships is at the heart of his financial planning. He takes a life centred, comprehensive approach to help clients remain on track financially.
In his spare time Martin enjoys family life with his wife Alex and 2 sons – Ethan & Jacob & Albus, his Dachshund. Martin also likes to travel, watch cricket, rugby and keep fit.
Lucas Salt
Lucas is our Senior Paraplanner, which means he’s able to provide technical assistance to our advisers, clients and the wider team.
Lucas is focused on supporting our advisers and offering ideas to provide the most comprehensive advice for our clients and we highly value his financial expertise and knowledge.
He’s currently renovating his house and is rapidly increasing his DIY skills, much to his partner’s delight! He tries not to take life too seriously and in his spare time he enjoys gaming, reading, cycling and spending time with family and friends.
Emily Wright
Emily is our Office Manager and is also part of our Client Relationship team. Emily provides administrative support to our clients and helps ensure we deal with everything promptly and efficiently.
As Office Manager, she’s great at organising and plays a key role in the smooth-running of our business.
Emily joined us at the beginning of 2013 and thrives on building relationships and talking to different people every day. She loves being part of a close-knit team.
Outside of work Emily enjoys socialising with friends and family, eating good food and sipping on a cocktail or two!
Ranjit Virk
Ranjit has been working almost exclusively with dentists since 2005. His main focus is advising on wealth accumulation and pension planning, and he also completes the majority of our mortgages and practice finance applications.
Having a wide range of areas to advise on, he can help dentists achieve all aspects of their financial goals. This is especially important with regards to pension planning and selecting the right mortgage to fund the next big move.
His main joy is exercising and Karate which he loves to do together with his family. Music has been a lifelong passion and he’s been collecting records since the 1990’s. He loves browsing in records shops trying to find Bob Dylan, The Beatles, The Rolling Stones or rare Jazz records.
Daniel Cornish
Daniel has been a qualified financial planner for 8 years and is a Chartered adviser.
He enjoys helping clients plan financially for the life they want to live both now and in the future. He takes a holistic approach to the advice he provides. Using his experience of NHS pensions, tax-efficient investments, he identifies risks and provides comprehensive solutions for his clients.
Daniel says “It’s a real privilege to be able to help people achieve their lifestyle and financial goals”.
Daniel enjoys spending time with his wife and three young children; walking in the Yorkshire Dales and the Peak District; as well as carving out time to keep fit.
Beck Fraser
Beck is our Accounts Manager and makes sure all our books are balanced.
With over eighteen years experience in accounts, there isn’t much she doesn’t know about spreadsheets, payroll and ledgers. She’s also a stickler for the finer details.
Number crunching clearly runs in the family - Beck’s identical twin also works in accounts within dentistry. In her spare time, Beck and her husband Murray enjoy running together and are planning to start competing in races.
Lee Emmans
Lee has worked in financial services since 2004, and has a strong background in customer services.
He is one of our Client Relationship Managers and assists the advisers in dealing with all the administrative issues relating to client files, arranging and preparing for their Annual Meetings and processing new business. He’s currently studying to take a pensions exam (provided he passes this he’d be diploma qualified which is the minimum level required to be an adviser).
Lee enjoys cycling his electric bike to work most days (obviously bought tax efficiently through the Bike to Work scheme). He’s married with two step children and five step grandchildren and two dogs, all of whom keep him active. He loves sport, especially football, and enjoys long dog walks, listening to music, reading (especially Jack Reacher novels) and spending time with his family.
Sarah Chaundler
With a background in broadcast journalism – having worked for the BBC - Sarah creates all our video content.
Sarah enjoys plain and simple language and is on a mission to make all our communications clear and jargon free.
Sarah represented Team GB in Munich in the European Triathlon Championships in September 2022. She lives in south Birmingham with her husband and three lovely children, and as well as keeping fit, loves gardening and playing tennis.
Kelly Blaymire
Kelly is a Client Relationship Manager and works closely with Bhavna, Lee and Megan.
Kelly joined the financial services profession in 2019 starting off as an administrator in wealth management and has gained relevant qualifications and many transferrable skills since then. Client care has always been at the forefront of her personal working style.
Kelly moved to the Midlands from Lancashire with her partner Alex and two cockapoos, Bella and Ripple. In her spare time, she likes to watch and play football, spend time with friends and family, and is currently training to be a Combat Medical Technician in the Army Reserves.
Megan Grice
Megan is part of our client support team and is super quick and efficient when dealing with clients’ enquiries.
She provides crucial administrative support for the whole team and helps ensure all the information we hold for clients and their plans are up to date and ready for financial planning meetings.
She enjoys exploring new places and trying out different activities as well as spending time with family and friends. She likes to listen to many different genres of music but her all-time favourite artist is Adele.
Tim Hale
Tim is the Managing Director of Albion Strategic Consulting, an independent investment consulting firm.
The team at Albion work with us on an ongoing basis, taking on the heavy lifting with our investment process, which allows us to get on with the really valuable financial planning work we do for clients.
Albion sits as a guest member on our Investment Committee providing research, oversight and most importantly, challenging our investment process. This helps provide confidence that the portfolios we offer to clients continue to reflect the best thinking and funds available.
Tim lives in Topsham in Devon with his wife and two teenage daughters. He’s an avid fan of the Exeter Chiefs, can occasionally be spotted on his paddleboard on the Exe estuary, and loves walking on Dartmoor. Tim likes nothing better than a good piece of investment research and has written a book ‘Smarter Investing’ now in its third edition.
