MediCruit - Montgomery Charles - Cheltenham

01332 609318
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Montgomery Charles - Cheltenham

Montgomery Charles - Cheltenham

Cheltenham Chase, Cheltenham

Montgomery Charles - Cheltenham
Montgomery Charles - Cheltenham
Montgomery Charles - Cheltenham
Top strategies that boost your retirement income whilst making the final decade of your career really count!

  • How can I avoid or reduce the impact of my Pension Lifetime allowance?
  • When is the best time to sell my practice?
  • Can I retire sooner rather than later?
  • How can I boost the value of my practice now?
  • What are other practices selling for this year?
  • Legal aspects of a practice sale – Mistakes to avoid and successes to follow.

Which Dentists should attend:-

  • Principals in the last 10 years of their professional life.
  • Practitioners whose NHS pension will approach or exceed £43,000 in retirement or whose private pension value will exceed £1,000,000 or a reduced combination of both of the above.
  • Principals contemplating the sale of their practice.
  • Practice owners who wish to maintain their standard of living after they stop work.

Three Dental specialist leaders will answer all the questions above and share their expertise and knowledge with you!

Speaking at this event will be Montgomery Charles’ CEO Mike Marigold; a financial planning expert and specialist on the NHS pension, 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 Scott Gidman, Business Development Executive from MediEstates; the largest specialist broker of Dental Practices in the UK and Partner Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 10 years.

Montgomery Charles: Mike Marigold

In the last 20 years of helping Dentists improve their prospects and helping them make their money work for them, Mike has realised its not all about the money. It's 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 on purpose. You might find you could retire earlier than expected!

Meade King: Alex Hall

Alex has specialised in acting for dentists, orthodontists, dental companies and local dental committees nationwide for over ten years. Practising corporate, commercial and regulatory law, he acts for many dental clients in the purchase and sale of practices, incorporations and NHS England contract disputes, providing expert niche and technical advice. He writes about such issues regularly in the dental press and speaks at dental seminars. He and his team of ten are currently celebrating having completed the sale or purchase of 200 practices with an aggregate value of £167 million across the country in the space of the last 4 years, an average of a completion every 6 days.

MediEstates: Scott Gidman

In his role as a Business Development Executive for MediEstates, Scott spends the majority of his time in front of Dental Practice Owners providing a relevant insight into the current dental practice market. With each client’s circumstances and aspirations being completely different from the next, it is very important to establish the most appropriate route by which to achieve the clients’ preferred outcome. Previously to MediEstates Scott spent a number of years working for Vodafone, and more recently RBS and so brings a wealth of knowledge and experience from other sectors; his financial background proving extremely advantageous to this role.

Seminar timings:
Coffee and pastries are provided at 18:30 upon arrival and presentations commence at 19:00. The presentations will be followed by a buffet at 20:30 and a chance for you to mingle with the speakers.


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