Dentists, it’s time to plan for the future – Cheltenham (New Date!)

By February 10, 2023Past Events

Date / Time:

21st March 2023 - 18:30 - 21:30


Delta Hotels Cheltenham Chase, Shurdington Road, Brockworth GL3 4PB

Event Type:

A Montgomery Charles Seminar for Dentists

Who should attend:

Principal Dentists


PLEASE NOTE: this event has been rearrange to avoid the Cheltenham festival and is now on 21st March 2023.

18:30 Registration & Refreshments

19:00 Presentations
What will be covered:
• 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?
• What are the legal issues and processes of selling a practice?

20:30 Buffet & Mingling with Speakers


Tim Collyer Chartered , Chartered Financial Planner from Montgomery Charles Wealth Management presenting:
‘Top strategies to maximise your income in retirement'

Jamie Williams, Associate Director from Christie & Co presenting:
'Preparing your practice for sale'

Alex Hall, Partner from Meade King Solicitors presenting:
'The Legals – Preparation and Process'

Booking fees & details:

This seminar is free to attendees.

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’ Charterer Financial Planner, Tim Collyer ; a financial planning expert and specialist on the workings of NHS, who has been helping Dentists Get More Life Out Of Life© through strategic financial planning. He will be joined by special guest speakers Jamie Williams, Associate Director from Christie & Co, specialist brokers of Dental Practices in the UK and Partner Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 15 years.

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


Christie & Co: Jamie Williams

As an agent within Christie & Co’s specialist dental team, Jamie advises those wishing to buy or sell a dental practice in the South-West and South Wales, from the earliest conversations through to the day of completion. Having worked at Christie & Co since 2018, Jamie has brokered a huge variety of sales, giving him a wealth of experience he draws upon to help achieve his client’s sale aspirations.

Meade King Solicitors: Alex Hall

Alex has specialised in acting for dentists, orthodontists, dental companies and Local Dental Committees nationwide for over 15 years.  Practising corporate, commercial and regulatory law, he acts for many dental clients in the purchase and sale of practices, incorporations and NHS England contract disputes, providing expert niche and technical advice.  He writes about such issues regularly in the dental press and speaks at dental seminars.