Dentists

Financial advice that’s the right fit for dentists.

We understand the issues and complexities you face with your financial planning as a dentist. Whether it’s understanding the NHS pension scheme or how best to protect you and your practice, we’re here to help.

Having advised hundreds of dentists, our aim is simple – to ensure you have the right financial plans in place for you. Your situation is unique so we take the time to get to know you and your priorities so that we can then develop financial plans that are tailored to your specific needs.

Whether you are newly qualified, expanding your practice or approaching retirement, we’re able to advise you in all areas of financial planning and work with carefully selected specialist partners to ensure all your financial, tax and legal affairs are in order.

“Capstone Financial have gave me a great deal of assistance during the process of selling my practice, introducing dental-specific solicitors and forwarded planning with my NHS pension. Capstone have always put my interests first by giving sound and trustworthy advice. The service and support have always been exceptional. I would not hesitate in recommending them to anyone.”

Anant Patel, Dental Practice Owner
Wirral

“Capstone Financial provided a very thorough investigation of my financial position and offered a very detailed report. As a result of this, I have been able to make investments that are personally suited to my needs. I am extremely satisfied with the service and look forward to continued support. I am pleased to recommend Capstone to anyone.”

Mike Simpson, Dental Practice Owner and Chair of the South Cheshire Local Dental Committee
Frodsham

“When it comes to your finances, Matt is able to stand back and see the big picture and this is the skill; he is then able to focus on the detail to optimise that picture. He saved me a fortune on my mortgage, guided me through the minefield of private and NHS pensions and continues to reduce that burden. I wish I had met him years ago, he is an excellent financial adviser.”

Nick Cooper, Dental Practice Owner and DFT Programme Director
Chester

“Unfortunately I had to retire from dentistry suddenly due to illness. Rob Beck’s knowledge of the intricacies of the NHS pension scheme have been incredibly helpful, always showing great empathy and respect.

He has given astute advice on investments enabling us to achieve our retirement plans while at the same time giving us financial security.”

Retired Merseyside General Dental Practitioner

“Matt Rhodes and his team at Capstone have provided the framework for a stress free retirement and inheritance plan. His expertise and timely support in navigating the changing environment of pensions (especially, NHS for GDPs) and IHT is complimented by his empathy for our family needs. (Setting up trust funds for our children from the proceeds of my practice sale).
As with all investments, only time will tell whether their advice was financially beneficial in hindsight but I trust it to be the best advice for me, for now.”

General Dental Practitioner, Midlands

Matt Rhodes
Matt Rhodes

Director / Head of Medical

Rob Beck
Rob Beck

Medical Financial Planner