Legal & Medical Investments is a team of 20 Independent Financial Advisers (IFAs) who provide specialist financial advice and wealth management services specifically to medical and dental professionals living and working in the UK.
Jamie has worked in the financial industry since 2006. He started his career in Halifax, working in London as a Mortgage and Protection Advisor for nearly ten years. Jamie qualified as a Financial Advisor in 2022 and moved on to Wesleyan. Here Jamie gained all his knowledge and expertise around the NHS pension schemes and how this impacts doctors, GPs and dentists.
Jamie started with Legal and Medical in January 2024 and is excited by the prospect of offering whole-of-market independent advice to his clients which is paramount for financial planning.
He holds the Diploma in Financial Advice (DipFA) and Certificate in Mortgage Advice and Practice (CeMAP). Jamie is working towards becoming a Chartered Financial Advisor.
Jamie lives in Kent with his wife and two children. In his spare time, he relishes spending time with his family. He’s interested in all sports, from football to golf and tennis. Jamie also loves watching films and has an eclectic taste in music…although watching the latest Brit Awards Ceremony brought a lot of “who are they” questions!
Favourite film: Seven (“What’s in the box…?”)
Favourite band: Oasis (never seen them live as they split up the night before!)
