Medical & Dental Financial Planners

Independent Financial Adviser  5 Rubislaw Terrace, Aberdeen, AB10 1XE
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FCA authorised
Last authorised 29th November 2021
Lifestyle Financial Planning for busy Medical & Dental Professionals
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
Meet our advisers
MR Graham Ogston CFP
Certified Financial Planner
About us

Medical & Dental Financial Planners was established with the primary aim of advising clients in the medical, dental and associated health professions. Our financial planners have a wealth of experience and their knowledge is based on an understanding of the complex issues intrinsic in the financial planning requirements of our clients, e.g. doctors and dentists career structures, the NHS superannuation scheme, personal risk management and wealth creation/preservation.

Our services

We will help you organise your financial affairs and develop a comprehensive Financial Plan aimed at achieving your objectives. Our client focused approach will allow you the control and flexibility to look into your financial future and make the right decisions now in order to achieve your desired outcomes.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

5 Rubislaw Terrace, Aberdeen, AB10 1XE

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Coronavirus (COVID-19) With regards to the rapidly changing situation with Coronavirus, we have decided to take a number of actions to protect our clients, staff members and their wider families. WE ARE NOW OPEN FOR FACE TO FACE BUSINESS WITH THE FOLLOWING RESTRICTIONS IN PLACE: A maximum of 2 people can attend appointments, as this will allow us to maintain the 2 metre social distancing rules at all times. If you have children, we request that you do not bring them to the office at this time. You will be unable to use our toilet facilities. You will be asked to use our hand sanitiser on entering the office and when leaving. Please observe and follow the signs on the floor. As we are restricting the number of people in the office, you may be asked to wait outside (or in your car) until the previous clients have left. If you are feeling unwell prior to your appointment, please do not attend but give us a call to either rearrange or convert to a telephone appointment. If you appear to be unwell or are coughing, we will politely ask you to leave and either arrange a phone appointment or rearrange for a later date. The office will be fully cleaned between appointments. We thank you for your understanding during these strange times, but if you have any concerns, please don't hesitate to contact us.
 
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We help you reach your financial goals for your financial future.