Tim - South WestChange Region
Tim Haddon
Financial Planning Consultant Area Covered: South WestTim spent 7 years teaching before joining Medical Sickness Society in 1988 and then Legal & Medical in 1999. He specialises in advising dentists and regularly presents to Foundation and other dental groups throughout the Somerset and Devon area. He is also a member of our Investment Committee.
He holds the Diploma for Financial Advisers (DipFA®) and the Certificate in Financial Planning (Cert PFS, formerly FPC) qualifications.
Tim is married to Lucie and has 3 grown-up sons. He enjoys most sports, is a poor but enthusiastic golfer (it’s an age thing!) and, when possible, spends most weekends walking on Exmoor with his family and dogs, Bertie and Lottie.
You’ll never hear Tim say: Sorry, not interested (unless it’s a nuisance call!)
Scroll down to see Tim’s most recent blog posts.
What's new by Tim
HMRC Calculator: Check if you’ve overpaid annual and lifetime allowance tax
Are you a medical professional owed an overpaid tax rebate? Any doctor, dentist or medic affected by the McCloud Remedy…
How do you turn a bright idea into a tax-efficient Unicorn?
Believe it or not, there are over 91 Unicorns in the UK1. No, I haven’t lost my mind, and I…
UK Dental Practices: What does the future hold after COVID?
With UK dental practices open from 8th June, there is much speculation and fact about how they will operate in…
One New Year’s resolution that should be on your list!
The start of a new year is a time for fresh beginnings, making new plans and hopefully following them through….
Should you invest monthly or in one lump sum?
Is it better to save up and invest a lump sum or invest on a monthly basis? Saving regularly certainly has many benefits…
Too healthy to have a heart attack? – A cautionary tale
So how do I/we end up in A+E promising my lovely, healthy eating, Exmoor loving, regular swimming, Snowdon climbing wife…
Are you buying or selling a dental practice?
The buying and selling of a dental practice typically involves the buyer getting a bank loan to pay the seller….
5 tips when buying a dental practice
Buying a dental practice and saying goodbye to the relatively worry-free days of being an associate is a big decision….
Do you pay more tax than others?
You’ve almost certainly looked at how much tax you pay and nearly fallen over backwards in shock! Have you ever…