‘Top strategies to boost your retirement income’
Presented by Mike Marigold, Montgomery Charles
‘How to maximise the value of your dental business and attract the best buyers’
Presented by Abi Greenhough, Lily Head Dental Practice Sales
'What I wish I'd known before I sold'
Presented by Tim Collyer, Montgomery Charles
Event Type:
A Montgomery Charles Preparing for Retirement Seminar for Dentists
Date / Time:
Tuesday 30th April 2019 - 18:30 - 21:30
Principal Dentists
We are no longer taking bookings for this event.
This seminar is free to attendees.
Speaking at this event will be Montgomery Charles’ CEO Mike Marigold; a financial planning expert and specialist on the workings of the NHS, who has been helping Dentists Get More Life Out Of Life© for over 20 years through strategic financial planning. He will be joined by special guest speakers Director Abi Greenhough from Lily Head Dental Practice Sales, a specialist broker of Dental Practices and Tim Collyer from Montgomery Charles, a Chartered Financial Planner.
Over the last 21 years of helping Dentists improve their prospects and helping them make their money work for them, Mike has realised it is not all about the money. Its about living well and getting the most out of life. Yes, he understands the workings of the NHS, how to save tax, and build wealth for you and your family, but understanding your aims and goals is far more important. He will help you live life with purpose. You might find you could retire earlier than expected!
Abi is a Director at Lily Head Dental Practice Sales. She leads the valuation team and has overall responsibility for ensuring their valuations are accurate and reflect the unique characteristics of each dental practice we represent. Abi has a deep understanding of the dental business market; the steps principals should take to maximise the value of their business and how to get the outcome they want.
Tim is a Chartered Financial Planner who always holds the aims and goals of his clients as if they were his own. Working in Financial Services since 1983, he has a background in training, compliance and consulting meaning he has a talent for making the complicated seem simple. Before he found his way into the financial world, Tim originally wanted to be a Dentist. With his insight into the dental profession, Tim feels that creating a robust work/life balance is paramount. His advice is always evidence based whilst its direction is led by his clients’ dreams and goals.