Putting Profit Back into Practice: Portsmouth

How Principal Dentists Can Gain Financial Independence

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Wednesday, 19th June 2024, 18:30 – 21:30


The Portsmouth Marriott Hotel is easily accessible from the M27/M275 regardless of the direction of travel. Full address: Southampton Road, Portsmouth, PO6 4SH.
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Free to all Principal Dentists

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.

Speaking at this event will be Montgomery Charles’ CEO, Mike Marigold; a financial planning expert and specialist on the workings of NHS pensions, who has been helping dentists for over 25 years 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 accounting and tax compliance advice 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:
Mike Marigold

Over the last 27 years of helping Dentists improve their prospects and helping them make their money work for them, Mike has realised it’s 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!

Christie & Co:
Tony Walker

Tony has 20 years of agency experience in the sale of businesses and property. He has worked with a wide range of companies and individuals to help them achieve their objectives in the disposal of property, businesses and other assets. With a client led approach, Tony understands the importance of every step of the business transfer process and working with all parties to ensure a successful sale.

Humphrey & Co:
Mike Bryan

Chartered Accountant Mike Bryan has worked for Humphrey & Co since 2014, becoming a Partner at the firm in May 2020, and has peerless knowledge in accountancy and taxation matters within the dental industry. With a wealth of experience in the dentistry sector, Humphrey & Co act for both NHS and private practices, assisting clients with accounting and tax compliance, tax planning, practice sales and purchases, incorporation, financial due diligence, payroll and other specialist tax advice.


18:30: Registration & Refreshments

19:00: Presentations

Mike Marigold, CEO from Montgomery Charles Wealth Management presenting: ‘Top strategies to maximise your income in retirement’

Tony Walker, Associate Director at Christie & Co presenting: ‘Preparing your practice for sale’

Mike Bryan, 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

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Venue information

The Portsmouth Marriott Hotel is easily accessible from the M27/M275 regardless of the direction of travel. Full address: Southampton Road, Portsmouth, PO6 4SH.

By road:
Via A36 and M27.
Follow A362, A36 and M27 to Southampton Rd/A27 in Cosham, Portsmouth. Take the exit from M275.
Continue on Southampton Rd/A27 to you destination.

Free parking is available for event attendees.

Rail links:
Cosham Train station is approximately 2.94km from the Marriot Hotel.

Bus Routes:
Buses leave regularly from Portsmouth City Shops South (Stop E), duration is 16 mins direct to hotel.

Montgomery Charles CEO Mike Marigold really knows his stuff. He has a great insight into how dentists think and how the business of dentistry is conducted.

The people who work with him are pleasant and efficient and are good at nudging you to do the things you promised to do, like signing and returning papers - and not leaving them lingering in the in-pile.

J M, Principal of a Practice in Essex

I use Montgomery Charles for financial planning find them excellent. Their CEO, Mike Marigold, is friendly and approachable and always talks good sense.

I have found his whole team professional and efficient. I am moving to incorporate my practice and his advice has been superb. I also switched my pensions to a SIPP centre and have been very impressed with the handling of this.

I would not hesitate in recommending Mike and his team to other busy dentists.

A B, Specialist in Periodontics and Oral Surgery, Hampshire

Unrivalled specialist knowledge since 1996

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