As a GP or a business professional, you may need independent financial advice on matters such as pensions, business/shareholder protection, family protection, business finance, mortgages and so on. Or you might need to talk to experts in project financing and business consultancy.

To help you, we have put together a panel of businesses with a diverse range of knowledge and experience.  The profiles shown below give you an introduction to the individuals behind these businesses, and their particular areas of expertise.

Once you have identified the business you feel could offer you the help you need, give them a call or click on the link provided.

e: This email address is being protected from spambots. You need JavaScript enabled to view it.       t: 07791 926081

 

Michael White

Associate Director

Michael’s career in financial services spans some 20 years. During this time he has advised dentists and doctors in all aspects of their financial planning requirements, in particular income protection, pension, investment, estate planning and business exits. Michael also sources finance for GP and dental practices and has extensive knowledge of moving commercial property into SIPPs.

Due to his considerable experience working with the medical profession, Michael is regularly called upon to present at retirement planning seminars to large groups of dentists, consultants and GPs.

Michael is a member of the Chartered Insurance Institute and holds the full Diploma in Financial Planning together with the Investment Management Certificate.

Testimonials

Very efficient service to date. Many thanks.

Dentist, Portsmouth

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