Financial Appraisals for Dentists and Doctors

Financial Appraisals - MediClub

Financial Appraisals for Dentists and Doctors: Take the First Step with Mediclub 

We offer a free initial financial appraisal for dentists and doctors, giving you the opportunity of finding out more about us and whether our service is likely to meet your individual requirements.

We learn about you and your family, your personal and business goals and your future plans. Taking this information, we look at the options available to you and determine if our service is the best fit for your circumstances.

After research and analysis, we write a report tailored just for you and a financial plan. We then take the necessary steps to put the plan into action with established time-frames and keep track of your success. As financial planning is a journey, it requires constant, ongoing attention and review. You can rest assured that we’ll help you maximise your financial position.

There is some paperwork, of course, but the goal is to make the process as hassle-free as possible.

Our holistic, consultative approach is strictly focused on you. On occasion, we have persuaded clients not to take a certain course of action, guiding them towards a direction we believe offers a better, safer and overall, more rewarding opportunity. We believe that time spent preventing losses is as valuable as time spent producing gains.

We draw from the wide experience of the advisers and planners from Chantler Kent Investments and combine it with our specialist knowledge of the medical and dental professions. The level of expertise and dedication we put into action means that you’ll receive a service that can’t be found elsewhere.

Are you ready for your financial appraisal? Feel free to contact us today to book an appointment. You can set the meeting at a time and place of your convenience. We look forward to hearing from you.