Top strategies to maximise your retirement income
Presented by Mike Marigold, Montgomery Charles
Preparing to Sell; the journey and what to expect as a vendor
Presented by Scott Gidman, MediEstates
Selling a Practice - the legal issues and process
Presented by Alex Hall, Meade King
A Montgomery Charles Preparing for Retirement Seminar for Dentists
Date / Time:
Wednesday 9th October 2019
This seminar is free to Principal Dentists.
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 Scott Gidman, Practice Valuation Manager from MediEstates, the largest specialist broker of Dental Practices in the UK and Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 10 years.
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. 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 with purpose. You might find you could retire earlier than expected!
In his role as a Practice Valuation Manager 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.
Alex has specialised in acting for dentists, orthodontists, dental companies and local dental committees nationwide for over ten years. Practicing 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.