Putting Profit Back into Practice: Sutton Coldfield, Birmingham

How Principal Dentists Can Gain Financial Independence

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Tuesday, 15th October 2024, 18:30 – 21:30


Moor Hall Hotel & Spa, Moor Hall Drive, Four Oaks, Sutton Coldfield, B76 6LN.
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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 Henry Schein Dental Practice Sales, the largest specialist broker of dental practices in the UK, and Knights, 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:
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!

Henry Schein Dental Practice Sales: Speaker TBC

Established in 2001, Henry Schein is one of the UK’s leading dental practice brokers and valuers, providing an end-to-end service for existing Practice Owners who are considering their exit strategy. By harnessing their collective services, worldwide connections and local connectivity, their team works with passion and integrity to create life-changing opportunities so you can live the life you have always dreamed of.

Alex Hall

Alex has specialised in acting for dentists, orthodontists, dental companies and local dental committees nationwide for over ten 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.


18:30: Registration & Refreshments

19:00: Presentations

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

Henry Schein Dental Practice Sales: Presentation TBC

Alex Hall, Partner from Knights Solicitors:
‘The Legals – Preparation and Process’

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

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Venue information

Moor Hall Hotel & Spa, Moor Hall Drive, Four Oaks, Sutton Coldfield, B76 6LN

By road:
Follow M4 to M5, then at Jnct 8 take left 2 lanes to M6 Birmingham. Follow M6 till Jnct 7 A34. Take A4041 to Queslett Road. Continue until A5127 then turn right onto Moor Hall Drive.

Parking at the venue is free of charge to event attendees.

Rail links:
Sutton Coldfield station is just 2 miles away from hotel.

Bus Routes:
There are no main bus routes via the hotel, however a taxi is only 5 mins away at a cost of £6-£8.

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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