In The Press
Small Mortgage IFA Firm of the Year
Niche IFAs money4dentists prove that big is not always better, by taking a bit of success and coming out on top in the Small Mortgage IFA of the Year category. The give-member team caters for the financial planning of dentists throughout the UK from purchasing their first practice to preparing for retirement.
Richard Lishman, director for money4dentists, believes understanding its clients is paramount.
He said "We believe in attention to detail. The expectations within our firm are very high and so are the expectations of our clients. They are highly educated people, so our focus is matching this high quality. "The type of client focus is the quality of business we produce. This provides a model for us. I believe this brings out something positive."
"We do work within a niche market place and we get to know our clients within this. We know what their working lifestyles are, how they trained and how much they earn. But it is not just about taking from lenders, it is about giving something back. We try and find a solution and problem solve."
With the solid experience of two financial advisers, the firm also believes in moving with the times. Since August, the firm has worked in a paperless office focusing on its back office systems to indicate a positive move in technology.
Mr Lishman said: "We have noted that the market has affected business slightly, but there will always be a need for dentists and we will project more of the same."
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