Videos/CPD

How The NHS Pension Actually Works with Luke Hurley

Whether you're just starting your NHS career or approaching retirement, this episode delivers practical wisdom that will help you make informed decisions about your financial future.

The Most Important Part Of Your Investing Strategy with Luke Hurley

Learn how to align your wealth with what truly matters. This episode explores key financial planning principles, challenges common retirement assumptions, and helps you define your personal "number" for financial independence.

How To Invest Via LTD Company with Luke Hurley and Anick Sharma

This webinar explained how to invest surplus funds within a limited company while keeping taxes low. It covered investment options, setting up the right structure, managing risks, and tax-efficient ways to access funds. Practical insights were shared to help businesses make informed financial decisions.

Why Work Longer Than You Need To? with Anick Sharma

Financial independence might be closer than you think. By putting the right structures in place, you can take control of your future and create lasting security. In fact, you may already be in a position to retire on paper without even realising it. Learn how to assess your financial standing, optimise your resources, and make informed decisions that set you up for success.

The Truth About Income Protection with Warren Robins

There's a lot of common misconceptions out there and many people could be saving £100's a month for similar/better cover⁣. Watch this video to find out why.

Shattering Illusions In The Mindset Of An Investor

The majority of success in investing is related to understanding our own psychology. Watch this video to find out why.

What The Budget Means For Dentists with David Hossein

This webinar covers how Keir Starmer's new budget might affect dentists. We’ll look at the budget changes and explain what they could mean for dentists, from managing money to running a practice. Whether you own a practice or work as a dentist, it will help you understand how these updates may impact you as a dentist.

The Super Associate Blueprint

In today’s dental world, the term "Super Associate" is everywhere—but what does it actually mean to succeed as one? This webinar dives into the real stories and lessons from accomplished associates, offering down-to-earth strategies you can apply in your own path. Gain practical insights, avoid the hype, and discover what it truly takes to grow in today’s industry.

Is Life Insurance Worth It? with Warren Robins

When it comes to protecting your family’s financial future, life insurance is one of the most important considerations. But with so many options and terms to navigate, it can feel overwhelming to decide if it’s worth it for you. ⁣Warren Robins simplified the essentials of life insurance, what they protect, and how to decide if life insurance is the right choice for you.

How To Get The Right Finance Solution For Your Dream Dental Practice with Jawad Anjum

In this webinar, we've walked you through practical strategies to help you secure the ideal financial solution to turn your dream dental practice into reality. Whether you’re new to the industry or looking to grow, this webinar will provide the insights you need.

Dental Practice Troubleshooting with Dr. Bobby Bhandal

In this webinar, we cover how to boost your practice’s profits and improve your numbers. Get straightforward tips and tricks to solve common issues and take your practice to the next level. Ideal for anyone wanting to make their dental business more successful.

5 Simple Ways To Increase Your Income with Dr. James Martin

This webinar is for the dentist who wants to have more money to pay for the bills, go on holiday or cash to invest. Learn how to achieve your financial goals and improve both your personal and professional life.

Is A Holding Company Right For Me?

Imagine you have a way to manage your investments more effectively. A holding company might be that solution. It can help you protect your assets, save on taxes, and make handling multiple businesses simpler.

Mortgage Masterclass with Sarah Grace

Mortgage up for review? Repayments feel high? Or maybe want to get your first home and ensure you get the best deal. Sarah Grace will be answering anything and everything mortgage related AND specialising in the area of dentists.⁣

Some Things You Should Know About Money

Discover where the currency we use day to day comes from. This knowledge will serve you well on your investing journey.