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Have a read of Dr P Dee, which follows the whole life (and death!) of a dentist over the next year in #privatedentistry

@IdealDentalCare dentists often come to us after been turned down for finance - its not what you say it's the way you say it...

@IanThorneBrown thanks for following money4dentists

@dentistryshow thanks for the shout out : )

RT @dentistryshow: @money4dentists Can u please RT!! To all #dentistry professionals have you read our pre-show newspaper yet? http://t. ...

Andrea West
Practice Manager

Andrea is a long standing team member and initially specialised in the protection side of the business, dealing with new business processing and expediting applications, as well as liaising with clients, GP’s and medical underwriters.

After spending some time working within the team and gaining a vast amount of experience including training team members, Andrea wanted more of a challenge and has recently been promoted to Practice Manager.

Originally from the Midlands Andrea first started work within Financial Services over 20 years ago and has gained a wealth of experience across the industry and gained her Certificate of Financial Planning in 1998.

Andrea is married to Vince and has two young sons, who love Football and Taekwondo.

Lisa Sherrington-Burn
Financial Administrator

Lisa has a legal background and moved into Financial Services over 5 years ago specialising in the mortgage side of the industry.

Lisa has a vast amount of experience in Mortgages and the administration of General Insurance, dealing with research, the application processing, and liaising with clients & lenders whilst ensuring applications are expedited efficiently.

Lisa, a self confessed “Retail Therapist” enjoys running around Sutton Coldfield where she lives with her husband Jeff and their two young boys, Oliver and Louie.

Julian Lowe
Independent Financial Adviser

Julian is originally from Portsmouth, grew up in Chase Terrace and now lives just outside of Newport, Shropshire.

Julian started his career in Financial Services in 1985 and, with the exception of his first 18 months with Royal Life, has always worked as an Independent Financial Adviser and has being involved with the many changes that have taken place in the industry over the years.

Julian ran his own business for 14 years until being bought out by a large financial concern then, eight years later, took an opportunity to leave the UK’s financial world and moved to Nairobi, Kenya, advising ex-patriots on all aspects of offshore financial planning, before bringing his wealth of experience to the money4dentists team. On joining money4dentists Julian said “Picking up on the nuances of financial advice within dentistry was an eye opener; I’m really glad I didn’t have any dentist clients in general practice, as it would have been so easy to have missed things that a specialists take for granted.”

At work, Julian enjoys the challenge of problem solving and seeing a dramatic improvement in his client’s financial health as a consequence of his advice. In his spare time, he enjoys renovating his 18th century cottage, shooting and golf.

Kelly Ward
Personal Assistant

Kelly has been based in Financial Services for over 14 years.

Kelly had predominately been based in the Mortgage field for the last 10 years, but decided it was time for a challenge, and recently took the role of Richard’s Personal Assistant.

In her spare time, Kelly likes to socialise with her friends. Kelly is also a keen follower of sport, and likes to spend her Saturday afternoon’s watching her beloved Birmingham City.

Sarah Smith
Independent Financial Adviser

Sarah graduated from Surrey University in 2002, and has worked within the Financial Services Industry since, where she started her career as a Mortgage Adviser for Medical Sickness Society and HSBC Premier.

Sarah has built up a vast amount of experience working within the health sectors, and now is an Independent Financial Adviser within the team providing bespoke advice to dentists.

Sarah is very determined and has won accolades within the Financial Adviser Awards in 2008, where she gained 2nd place as Newly Qualified IFA and in 2010 she was commended in the Protection IFA of the Year category.

In her spare time Sarah likes to plan her next holiday and spend as much time as possible with her family and friends.

Louise E Powell
Independent Financial Adviser

Louise who is originally from Sutton Coldfield, and has lived in Birmingham City Centre for the past six years, and in 2008 joined ‘money4dentists’ as an Independent Financial Adviser (IFA).

Louise’s aim is to provide specialist Independent Financial Advice and a bespoke personal service catering exclusively to the dental profession, and works closely with clients to help them achieve their financial objectives.

Louise joined the financial services industry in 1997 as an administrator, then progressed quickly to become a researcher, commonly known within financial services as a paraplanner. Louise moved to Bates Investment Services in 2003, where she gained her Financial Planning Certificate. Then she was given the opportunity to become an Independent Financial Adviser, and joined ‘money4dentists’ three and a half years ago.

When not at work Louise enjoys spending time with her daughter, friends and family, and keeps fit by going to the gym, running, playing netball and is a keen water skier.

Neil Carroll
Technical Researcher

Since graduating from Nottingham University in 2003 with a degree in genetics, Neil has gained enormous Financial Services experience, in banking, advising and researching. Neil started working with dentists in 2006 as an Independent Financial Adviser in Birmingham where he first gained insight into the complexities of the NHS pension.

After working as a wealth manager in Switzerland, Neil returned to the UK to take up a research position at money4dentists. Specialising in investments and pensions, Neil ensures portfolios deliver optimal performance with maximum tax efficiency. A self professed geek Neil provides technical support to the team, keeping colleagues up to date with changes in tax or legislation which affect our clients.

Neil recently got engaged and is looking forward to getting married in early 2012.

Moreen Holmes
Financial Administrator

Moreen has been working within Financial Services for over 15 years where she gained her training and expertise from the Coventry Building Society.

Moreen specialises in the protection side of the business, dealing with new business processing, liaising with GP’s and medical underwriters and expediting applications and is currently in the process of developing her research and analysis skills.

Moreen has gained a wealth of experience across Financial Services from working within different roles and is a conscientious member of the team.

When not at work Moreen enjoys spending time with her friends, keeping fit at the gym and relaxing in the bar afterwards! Moreen is a member of Sneyd Striders Running Club and is training towards a half marathon.