Date/Time:
Wednesday, 26th February 2025, 18:30 – 21:30
Location:
Delta Hotels by Marriott Cheltenham Chase, Shurdington Road, Brockworth, GL3 4PB
View venue information
Tickets:
Free to all Principal Dentists
CPD:
1.5 hours verifiable
About this event
If you are a Principal Dentist or own a dental practice, we can say with complete confidence that there is no event better tailored for you and your future.
In this engaging and informative seminar delivered by leaders in their respective fields, you’ll find out everything you need to know about how to grow your practice, with the ultimate goal of selling your successful business and retiring comfortably.
You can now also take advantage of 1.5 hours of verifiable CPD.
Speaking at this event will be Montgomery Charles’ Chartered Financial Planner James Whittington; a financial planning expert and specialist on the workings of NHS pensions, who has a wealth of experience of helping dentists through strategic financial planning. He will be joined by special guest speakers from Christie & Co, specialist brokers of dental practices in the UK, and Humphrey & Co, who deliver legal and professional services with a particular expertise in the dental sector.
The event concludes with a complimentary buffet and Q&A, where you’ll have the chance to ask questions and soak up the expertise of the speakers. We hope to see you there!
Our Speakers
Montgomery Charles:
James Whittington
A Chartered Financial Planner, James is a financial planning expert and specialist on the workings of NHS pensions. Since graduating from Cambridge University, James has built up over 15 years’ experience across the finance industry – covering investment banking, investment modelling and risk management within the Lloyd’s of London market, and personal financial planning. James believes in having a strong technical team that also knows his clients’ circumstances inside out, to support him in delivering the best possible outcomes for his clients.
Christie & Co:
TBC
Christie & Co is the only RICS-accredited firm both selling and valuing dental practices in the UK. They offer professional services encompassing everything from dental practice sales and acquisitions to RICS-accredited valuations, commercial due diligence, lease advisory, investment brokerage, finance solutions, insurance, research, expert witness testimony, and rent reviews.
christie.com
Humphrey & Co:
Seb Stracey
Seb qualified as a Chartered Accountant in 2015 and joined Humphrey & Co in 2016. He then went on to qualify as a Chartered Tax Adviser in 2018, so he can better assist clients with their tax needs. Seb works with a wide range of clients, mostly providing accounting and taxation advice. As an Associate and healthcare specialist accountant for the firm Seb lectures across the country to VTs, associates and practice owners.
humph.co.uk
Agenda
18:30: Registration & Refreshments
19:00: Presentations
James Whittington, Montgomery Charles Wealth Management presenting:
‘Top strategies to maximise your income in retirement’
Christie & Co presenting: ‘Preparing your practice for sale’
Seb Stracey, Humphrey & Co presenting: ‘Maximising value, minimising tax’
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 tax issues when selling a practice?
20:30: Buffet & Mingling with Speakers
Register now
Venue information
Delta Hotels by Marriott Cheltenham Chase, Shurdington Road, Brockworth, GL3 4PB
By road:
Exit at M4 at Junction 20, take the M5(S) exit to A38/Thornbury/Filton/Bristol(W)/Bristol Airport. Keep right at the fork, follow signs for M5(N)/The Midlands/Gloucester and merge onto M5. At Junction 11A, take the A417 exit to Cirencester. Exit onto the A417 ramp to Cirencester/Stroud/A46/Oxford/A40. Take the A46 exit toward Cheltenham/Stroud. At the roundabout take the 3rd exit onto Shurdington Rd/A46.
Free parking will be available for event attendees.
Rail links:
Cheltenham Spa train station is 5 miles away.
Gloucester train station is 5.5 miles away.
Bus Routes:
There is a bus stop right outside the hotel with regular services to Cheltenham, Gloucester and Stroud. No 10 (for Cheltenham); No 46 (for Stroud and Gloucester).
