Putting Profit Back into Practice: Swindon

How Principal Dentists Can Gain Financial Independence

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Wednesday, 10th July 2024, 18:30 – 21:30


Delta Hotels by Marriott Swindon, Pipers Way, Swindon SN3 1SH.
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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’ Chartered Financial Planner Tim Collyer; 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 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:
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, and has a talent for making the complicated seem simple. 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:
Speaker TBC

Christie & Co are a leading specialist advisor for buying and selling businesses in the dental sector. For over 80 years, they have offered insight, experience and expertise, and provide a personalised service that’s focused on helping you achieve your ambitions.

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

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

Christie & Co: Presentation TBC

Alex Hall, Partner from Knights Solicitors presenting:
‘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

Delta Hotels by Marriott Swindon, Pipers Way, Swindon SN3 1SH

By road:
Follow A339 and M4 to New Rd/B4005 in Chiseldon. Follow B4005 and Broome Manor Ln to your destination in Swindon.

Complimentary on-site parking is available for all guests.

Rail links:
Swindon Railway station is approximately 2.4 miles from the Marriot Hotel

Bus Routes:
Bus routes 11, 12, 49 and 9 all have routes that pass near the Swindon Marriot 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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