Paraplanner Zone: How to advise doctors and dentists

Keith Taylor is always on the look-out for a doctor or dentist. Not to mend a broken bone or fix a rotten tooth, but because these are his target clients. His business, DoctorsInvestDirect, provides financial advice almost exclusively to people in the medical and dental profession. Taylor has spent 33 years advising doctors and dentists. He worked for 29 years at the Medical Insurance Agency, where he started as an adviser and ended up at director level. He says he “accidentally” fell into advising this demographic, but adds it has proved to be a good area to be in. The firm has advis...