Thomas Dickson

At Wealthwide, we help principal, associate and retired dentists to live the life they want without the fear of running out of money. We call this process Financial Planning. Our clients typically decide to work with us because they want to: ~ have a financial plan for the next 20-30 years and review it regularly ~ have a fun, relaxed, re-assuring and jargon free meeting at least once a year ~ work with a team that's interested in them and understands their finances and future objectives ~ make the most of their money, and ensure it's invested appropriately and cost effectively ~ find out when they have enough (or make sure they still do) ~ calculate how much more they can spend / gift without affecting their future lifestyle ~ work out how much less tax they can pay without unduly upsetting HMRC ~ ensure their family is well looked after in the event of their premature death or ill health I am delighted to have received the Vouchedfor Certificate of Excellence in 2019, 2020, 2021, 2022, 2023 and again in 2024. We're also pleased to feature as a Vouchedfor Top-Rated firm in 2024. If you'd like to find out more - please get in touch. All you need to do is let us know when you'd be free to have an initial phone call, and we'll send you a link to answer a few questions online before we speak. At the end of a 20-30 minute call we'll agree whether we both want to take it further. If we do, then we'll book a Zoom meeting which is done at our cost with no obligation. At some point we'd love to meet you at our offices in Edgbaston, Birmingham.