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Dental and Medical professionals

Expert financial advice for doctors and dentists

Many dental and medical professionals have unique sets of challenges when it comes to their finances and financial planning needs.

But with busy work schedules, it can be difficult to find an adviser who can help you navigate through these complexities. That’s why we have a dedicated specialist team who can help.

Each of our advisers has:

  • an in-depth understanding of the career paths of professionals in your field
  • experience in creating tailored financial plans to suit your specific needs and circumstances
  • expert knowledge in complex areas such as NHS pensions and locum cover

Whether you’re a hospital doctor, GP or dentist, we can give you peace of mind your financial future is secure – so you can continue focusing on treating your patients.

How our financial advisers can help you

Our dedicated service covers everything you’ll need as a dental or medical professional, including:

If you’re a member of the NHS Pension Scheme, we can help you work out the current benefits available and forecast your potential future benefits, as well as the ways in which you can take them. We can also advise you on lifetime and annual allowances and possible tax implications.

Falling ill and being unable to work can be a concern, especially if you need to find a locum to maintain your patients’ care. We can help protect you and your business, ensuring minimal impact on profits and maintaining income. We have a comprehensive panel of insurers to give you the best fit for your circumstances.

The NHS offer sick pay, death in service benefits and two levels of ill-health pension for members of the NHS Pension Scheme. We can help ensure you are protected with the right cover, at the right price based on your circumstances.

What would happen to your business if an owner or team member died or became seriously ill? We offer specialist advice on a range of solutions to help your business continue trading if the unexpected were to happen. Talk to us to arrange a no-obligation business risk review to see how we can help protect one of your biggest assets.

Free financial planning seminars

We provide a range of free, tailored presentations covering the financial planning issues that you and your colleagues face. Our ‘lunch & learn’ events can be delivered at your place of work - we’ll even arrange the lunch for you.

We also have a suite of presentations, including ‘Business succession & continuity planning’ and ‘NHS pensions & taxation’, covering the main aspects of financial planning that are important for you.

Get in touch for more information.

Get in touch

Email QFAinfo@quilter.com or call 0800 849 1279 if you have any questions or you wish to book a free initial consultation.

Contact us

Pension and investment advice: How much does it cost?

It’s important for us to be transparent and open about how much our services cost. At your free initial consultation, we will give you a clear explanation of how much you will pay, what service you are paying for, how we’ve calculated the fees and charges, and when you need to pay.

View advice costs

The guidance and/or information contained within this page is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185.

Quilter Financial Advisers Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference numbers 440703 and 440718 respectively.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.