Booking fees & details:

This seminar is free to attendees.

Which Dentists should attend:-

• Principals in the last 10 years of their professional life.
• Principals contemplating the sale of their practice.
• Practice owners who wish to maintain their standard of living after they stop work.

Three dental specialist leaders will answer all the questions above and share their expertise and knowledge with you!

Speaking at this event will be Montgomery Charles’ CEO Mike Marigold; a financial planning expert and specialist on the workings of NHS, who has been helping Dentists Get More Life Out Of Life© for over 20 years through strategic financial planning. He will be joined by special guest speakers Scott Gidman, Practice Valuation Manager from MediEstates, the largest specialist broker of Dental Practices in the UK and Tim Collyer; an experienced Chartered Financial Planner from Montgomery Charles.

Montgomery Charles: Mike Marigold

Over the last 21 years of helping Dentists improve their prospects and helping them make their money work for them, Mike has realised it is not all about the money. It's about living well and getting the most out of life. Yes, he understands the workings of the NHS, how to save tax, and build wealth for you and your family, but understanding your aims and goals is far more important. He will help you live life with purpose. You might find you could retire earlier than expected!

MediEstates: Scott Gidman

In his role as a Practice Valuation Manager for MediEstates, Scott spends the majority of his time in front of Dental Practice Owners providing a relevant insight into the current dental practice market. With each client’s circumstances and aspirations being completely different from the next, it is very important to establish the most appropriate route by which to achieve the clients’ preferred outcome. Before joining MediEstates in 2013, Scott spent several years working for Vodafone and RBS and so brings a wealth of knowledge and experience from other sectors; his financial background proving extremely advantageous to this role. Outside of work Scott enjoys watching and playing most sports, including football, cricket and rugby

Montgomery Charles: Tim Collyer

Tim is a Chartered Financial Planner who always holds the aims and goals of his clients as if they were his own. Working in Financial Services since 1983, he has a background in training, compliance and consulting meaning he has a talent for making the complicated seem simple. Before he found his way into the financial world, Tim originally wanted to be a Dentist. With his insight into the dental profession, Tim feels that creating a robust work/life balance is paramount. His advice is always evidence based whilst its direction is led by his clients’ dreams and goals.