Pre-Retirement Consultation Service

The Pre-Retirement Consultation Service is a professional advice service for dentists, usually within 10 years of retirement. We will provide comprehensive research, analysis, a consultation meeting and a detailed strategic financial planning report. The comprehensive report includes strategic advice on the following areas.

• Retirement Income Provision - a comprehensive overview of your NHS, private pensions, investment assets and income potential for retirement.
• Investment Strategy - targeted advice to help achieve your long-term objectives.
• Practice Succession - guidance to establish a ‘route map’ for the development and realisation of practice assets.
• Estate and Tax Planning - to review Will provision and long term tax advice.
• Dependents and Contingency Protection - to review essential insurances which form a part of your long term contingency cover.

A fixed fee will be quoted prior to the consultation.

Practice Financial Management Limited is authorised and regulated by the Financial Services Authority. For more details please refer to About PFM / Regulations.