Seminar Cambridge – 22nd March 2018

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Event Type: Seminar for Principal Dentists – Preparing for Retirement

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Date: 22nd March 2018

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Location: The Cambridge Belfry Hotel, Cambourne, Cambridge, CB23 6BW

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Arrival time: 18:30 for 19:00 - Coffee and pastries are provided at 18:30 upon arrival

Presentations commence: 19:00

Buffet: The presentations will be followed by a buffet at 20:30 and a chance for you to mingle with the speakers.

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Speakers:

Mike Marigold, CEO – Montgomery Charles

Scott Gidman, Business Development Manager - MediEstates

Tim Collyer, Chartered Financial Planner - Montgomery Charles

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What to expect:

  • Questions which will be addressed:
  • How can I avoid or reduce the impact of my Pension Lifetime Allowance?
  • When is the best time to sell my practice?
  • Can I retire sooner rather than later?
  • How can I boost the value of my practice now?
  • What are other practices selling for this year?


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 NHS pension, 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; Business Development Executive Scott Gidman from MediEstates, a specialist broker of Dental Practices and Chartered Financial Planner Tim Collyer from Montgomery Charles, a previous examiner trainer and author of textbooks for the Financial Services industry.

About the speakers:

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 its 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 on purpose. You might find you could retire earlier than expected!

MediEstates: Scott Gidman

In his role as a Business Development Executive 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 client's preferred outcome. Previously to MediEstates Scott spent a number of years working for Vodafone, and more recently RBS and so brings a wealth of knowledge and experience from other sectors; his financial background proving extremely advantageous to this role.

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Montgomery Charles: Tim Collyer

Tim Collyer has worked in Financial Services since 1983. Throughout that time he has worked for a range of different financial product providers and helped set up, run and develop a number of financial advice firms. He has also worked with the Chartered Insurance Institute on their professional examinations helping raise the professional standards of the whole industry. He has specialist qualifications in Investments, Pensions, Taxation and Trusts. Tim has a deep understanding of the financial planning process and has helped many clients achieve their financial and life goals by optimising their circumstances and helping them make the right decisions.


Please note: There is no charge to you for this event. We look forward to you joining us for what will be a highly interesting, informative and enjoyable evening.

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P.S. It’s rare that you get the opportunity to learn about your future from a specialist, do take advantage of this now and contact us today.

P.P.S. Pensions and retirement have never been so complicated; failure to seek advice could have a detrimental effect on your retirement.