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Investment Advice

Before selling, consult with an Independent Financial Adviser

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Before you sell your practice we strongly advise you consult with an Independent Financial Adviser. You will be generating a capital sum when your sale transaction completes and it is important you are informed about your investment options as early on in the process as possible.

Part of our service for clients who are selling is to introduce you to a specialist adviser who fully understands the needs of dentists.

If you’re looking for an experienced independent financial advisory firm, who specialise in advising healthcare professionals and their families on a range of planning, then you’re in the right place. The expert team at FTA Financial & Wealth Management specialise in advising healthcare professionals and their families on a range of financial planning and will be able to work with you to ensure you meet your financial objectives throughout your working life and into retirement.

From estate planning through to exit strategy and retirement strategy planning, their team can assist you every step of the way to help you put in place the most effective plans.

You can rest assured that you will be given the care and attention to make your financial planning experience as informative and constructive as possible. Their advice is independent, and they are not part of a network or tied to any providers, ensuring that every piece of advice given is absolutely the best and most cost-efficient strategy for you to reach your goals.

The services offered by the team at FTA Financial & Wealth Management include:

  • Investments and Savings
  • Pensions and Retirement Planning
  • Personal Protection/Insurance
  • Business Protection/Insurance
  • Tax Planning
  • Wills, Trusts and Lasting Powers of Attorney (LPAs)

For more information give us a call on 0330 088 1156 and we’ll talk you through the options and point you in the right direction for more specialist advice.

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Frank Taylor & Associates

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