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Free Financial Healthcheck from leading Independent Financial Advisers to Dentists

Essential Money, the UK's leading team of Independent Financial Advisers for Dentists are pleased to offer friends of Clear Vision a complimentary Financial Healthcheck.

What does the Financial Healthcheck involve?

  • Up to an hour phone call or meeting with an experienced adviser who specialises in working with dentists
  • Confirmation and explanation of current NHS pension benefits including reference to annual and lifetime allowances and effect of April 2015 changes on your pension
  • A detailed psychometric test to establish your attitude to investment risk and how this relates to your existing investment and pension portfolio
  • Review of your existing insurances to check they are suitable for you as a dentist and are still offering the best value for money
  • A check to make sure you've set up any insurances in trust to reduce Inheritance Tax and speed up any potential claims
  • A report detailing your insurances, investments and pensions to help you see clearly what you've got
  • Identification of the key financial issues that need addressing

What doesn't the Financial Healthcheck involve?

This healthcheck doesn't involve any direct recommendations, implementation or detailed financial planning analysis.

Why are Essential Money doing this?

Often, Clear Vision clients who receive this healthcheck go on to become Essential Money clients. However, there is no obligation. You can take your report with the compliments of the Essential Money team.

What happens next?

Where possible a face to face meeting will be arranged. However, Skype can also be used, or email and phone calls if you are hundreds of miles from the Essential Money office in Birmingham. To arrange your Financial Healthcheck just call the friendly Essential Money team on 0121 685 5060, mentioning Clear Vision and the team will know what to do.  

Alternatively, you can email justask@essentialmoney.co.uk with your name and contact details.

Clear Vision Accountancy Ltd is authorised and regulated by the Association of Chartered Certified Accountants.  ACCA red

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