Services to Dentists

Niche Private Clients offer specialist financial advice tailored to dentists.

Our experience and expertise working with medical professionals gives us the authority to maximise wealth for you and future generations. Led by Chartered Financial Planner, Aled Phillips, our team will help create a financial plan customised to your professional and personal objectives.

Cashflow planning is the cornerstone of any financial plan, enhancing your clarity and knowledge of your assets, granting you greater control over your finances.

We fully understand the financial planning needs of dentists, and can assist at all stages of your career. Whether it's planning around the NHS pension, personal pensions, saving surplus income or exiting your business, we'll assist you to make effective decisions with your money. Along the way we'll ensure that we minimise the costs in your portfolio as well as the tax that you pay, giving you the peace of mind that your finances are in safe hands.

We will take a collaborative approach and work with your other professional advisers such as accountants and solicitors.

Our 5-step planning process will provide you with a unique strategy tailored to your financial situation. Niche Private Clients will help you make the best possible use of your financial resources.

Step 1: Critique / Financial Healthcheck

In order to assess your financial wellbeing, our healthcheck certifies that we can attain a clear picture of where you stand with your finances. As a result, we can begin to understand your financial situation, uncovering what you do well, and where you need to improve.

Step 2: Fact Find

The next phase is to analyse your financial situation in greater depth, unearthing your aims and plans for the future. Our digital fact find will ask you about your current assets and liabilities, incomes and expenditures, and expected changes for the future. We will also address your attitude to investment risk and your capacity for loss.

Step 3: Review and Research

With the information gathered from the fact find, we can analyse your data and provide a full check-up of your financial outgoings to ensure you are reaching your desired objectives. We will also align the strategy to your investment policy and objectives to create a financial plan.  

Step 4: Implementation

With a wide selection of investment providers in the UK, finding the right one can be a gruelling task. At this stage of the process, we can implement an investment strategy at a market leading cost point. We hope to give you the best opportunity of reaching your financial objectives and deliver you with a coherent plan to help achieve this.

Step 5: Ongoing Review

Here at Niche, it is important for us to make sure that you are continuing to work towards your financial goals. There is no obligation to engage Niche for an ongoing review, however, we find that our clients find our continued oversight invaluable. As we reside within these unprecedented times, it is now more important than ever to review your attitudes and objectives. It is necessary to adapt to changing circumstances to warrant your financial security.