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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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Do you want to explore selling your practice without committing to anything or alerting anyone?

A confidential valuation allows you to understand your options without pressure. No staff, no patients, and no buyers need to know. You gain clarity, reassurance, and the confidence to decide what feels right, entirely on your terms.

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Frank Taylor & Associates Frank Taylor & Associates

Book Your Valuation

Schedule a confidential consultation.

Frank Taylor & Associates Frank Taylor & Associates

WhatsApp Us

Send us your question directly.

Frank Taylor & Associates Frank Taylor & Associates

Book a 1‑1

Choose a time that works for you.

Frank Taylor & Associates Frank Taylor & Associates

Call Now

Speak to our team today.

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