Our services
for dentists
With over two decades’ experience working with dentists, we understand many of the challenges you face:
NHS Pensions - annual and lifetime allowance issues
implications of buying or selling a practice and the pressures and long hours involved in managing it successfully
ensuring your insurance plans are appropriate for you so they pay out if you can’t work as a dentist
sourcing the right mortgage company despite having variable income from year to year
We can help you see your full financial picture so you can make the important decisions about your life with clarity.
We know many dentists work long hours. We can help manage your finances so you can spend more time doing the things you want to in life.
A life changing experience…
Former dental practice owner, Jo Wirdnam explains how Wealthwide helped her to successfully sell her dental practice.
She also explains how our financial planning service and ongoing advice has been “life changing”.
Financial Planning
It’s all about you, your hopes and your dreams – professional and personal. We’ll show you exactly what you can and can’t afford, and put a dynamic plan in place so you can make decisions with confidence and peace of mind.
Wealth Management
We know how hard dentists work. We’ll make sure your investments do too. We’ll get to know your goals and your attitude to risk before developing a long-term portfolio strategy that makes you feel comfortable, and meets your goals.
Insurance
Most self-employed dentists want to know they’re covered if an accident or illness stops them working. We’ve found no perfect off-the-shelf solution for dentists – so we dovetail policies from different insurers to get you the most comprehensive cover.
Practice Finance
Buying a dental practice can be stressful – we can support you through the process, from start to completion. We have great relationships with banks that lend to dentists and we can offer a second opinion on the purchase and your business plans.
Mortgages
We’re independent so we can find a mortgage that works best for you and your situation – whether you’re a principal, self-employed associate or an employed dentist.
NHS Pension
This is an excellent scheme for most dentists, but it’s complicated and sometimes the detail can feel overwhelming. We can help give you a clear understanding of your benefits, and how that fits with your retirement plan.
“The process we have undergone with Wealthwide was utterly insightful. We now have a living, working financial plan which can develop with us and our aspirations.”