Those working in private practice have different needs to those operating under limited liability. To ensure maximum efficiencies are being achieved in the areas of retirement planning, tax planning, investment planning and risk management a proactive approach to these areas is crucial. We eliminate last-minute filing issues for clients by making sure all available tax breaks and advantages are in place and no opportunities are lost in advance. We are well positioned to advise Doctors, Dentist and Orthodontists having developed long-term advice-based relationships with so many who have been clients of ours for decades. Most of this business comes to us through referrals from existing clients and accountants who like a clear and transparent manner in which we operate.