Wealthwide Limited

Wealthwide Limited is a financial planning firm based in Birmingham that specialises in services for dentists and orthodontists. The company has worked with dental professionals for more than 20 years. Thomas Dickson is the founder and Managing Director. He is a Certified Financial Planner and Chartered Financial Planner, and holds the Chartered Insurance Institute’s Advanced Financial Planning Certificate.

He started working with dentists in 1998. The business was renamed Wealthwide in 2021. It is a member of ASPD. The company provides unrestricted, independent advice. Services include Financial Planning, Wealth Management, NHS Pensions, Practice Finance, Mortgages, and Insurance. It serves clients throughout the UK. The majority of clients have been with the company for more than 10 years. It is entered on the Financial Services Register with number 468119.

Wealthwide Limited is a financial advisor based at 3 Greenfield Crescent in Birmingham, offering appointments between 09:00 and 17:00 on weekdays. One account, left on behalf of a dental practice, describes the advice and service received in strongly positive terms. The client, linked to the Whitehouse dental practice, names Helen and Don Robertson in connection with the feedback.

The guidance is described as excellent and the money advice as essential, with the firm said to be consistently supportive of the dental business. According to the same account, the service provides reassurance that helps the practice plan for the future while also enjoying the present, suggesting a close working relationship in which the adviser understands the circumstances of a dental business.