Dental professionals

Services to principals

Mongomery Charles enjoys an unrivalled specialist knowledge helping Dentist improve their financial circumstances. We have been working with Dentists since 1998 increasing their wealth and helping them improve their incomes.

In 2004 Mike Marigold (Montgomery Charles Director) started coaching Principal Dentist's helping them grow their practice income and profit. In 2006 Mike launched Practice Mentors Ltd a Business Consultancy company, dedicated to Putting Profit back into Practice.

Mike Marigold is the Key speaker of British Dental Association Preparing for Retirement since 2007.

Not only will Dentists benefit from unbiased, holistic independent financial advice, they will also benefit from specialist financial guidance that increases profits.

Providing advice on:

  • NHS superannuation scheme
  • Tax save program
  • Personal pensions
  • Self Invested Pension Plans (SIPPS)
  • Property SIPPs
  • Protection plans
  • Practice finance - good will and property purchase loans for practice
  • Dental payment plans V pay as you go
  • Investments - wealth management
  • Retirement annuities or pension draw down
  • Incorporation v self employment
  • Practice sale and purchase
  • Exit strategy

Dental Associates

Montgomery Charles understand the pressures and issues relating to Associate Dentists. Whether you are newly qualified or approaching retirement, we understand the desire to become financially independent as soon as practical. We work with you to help you retain more of your earned income for the future whilst providing strategic financial planning advice will help you achieve your financial aims and goals.

We proved advice on:

  • Starting your own practice
  • Raising practice finance
  • Mortgages
  • Pensions
  • Savings
  • Specialist income protection
  • Investment
  • NHS Superannuation Scheme 
  • Protection
  • Retirement planning