Thomas Dickson planner profile

CERTIFIED FINANCIAL PLANNER^CM professional; Chartered Financial Planner; Advanced Financial Planning Certificate (AFPC); Member of the Society of Financial Advisers (MSFA); Degree in Business Administration (BSc).

Thomas specialises in working with dentists who are like-minded entrepreneurs and want to manage the amount of tax they pay, get the work life balance right and plan towards achieving or maintaining financial independence.

Ideal clients are ambitious dentists who are keen to set up in practice or develop their existing practices and want to make the most of the money they are earning.

Typical clients of Essential Money tend be self employed associates or principals, although we do have an increasing number of VDPs as we pay for their income protection during their VT year.

Charges depend on the work involved and clients have the option to pay via commission or by fees. Charges are transparent and discussed in full at the first meeting. There is no charge for the initial meeting at our offices in Edgbaston Birmingham where the team will do their best to make you feel welcome.

 Thomas was brought up in Hong Kong and spent a formative year in Tokyo as a 20 year old. Having overcome the culture shock of moving to Aston University, Birmingham, he started working as a financial adviser in 1993 and set up in practice advising dentists in 1998. Thomas is now one of the most experienced Specialist Financial Planners for Dentists in the UK.

He has been invited to present financial planning seminars to many groups within dentistry, including Women in Dentistry, dental health education council, the BDA, LDCs, both undergraduate & postgraduate schools and the Armed Forces. He has written a successful guide ‘106 Tips, Tricks & Hints To Help Dentists Make The Most Of Their Money’, writes regularly for the leading dental publications, with a monthly column in The Probe and is a member of the Association of Specialist Providers to Dentists (ASPD).

Essential Money are now one of the leading IFAs for dentists and work throughout the whole of the UK providing a comprehensive financial planning service. Their passion is working with dentists to help them achieve their financial objectives.