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Small Mortgage IFA Firm of the Year

  • Writer: Admin
    Admin
  • Nov 24, 2017
  • 1 min read

money4dentists

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."

Your home may be repossessed if you do not keep up repayments on your mortgage.

For advice on mortgages we act as introducers.


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money4dentists is a trading style of Advice 4U Financial Planning Ltd, who is authorised and regulated by the Financial Conduct Authority (FCA), and our FCA Registration Number is 671527. Company number 09398231

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0845 345 5060

 

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enquiries@money4dentists.com or use the online form. 

money4dentists

money4dentists
Basepoint
Oakfield close
Tewkesbury Business Park

Tewkesbury

GL20 8SD

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