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.
Max has been a financial adviser for over 20 years, mainly specialising in the medical profession. He holds the Diploma in Financial Planning (Dip PFS) with a focus on pensions, and the Certificate in Mortgage Advice and Practice (CeMAP®) qualifications.
He has been a guest speaker at events for doctors and dentists throughout the country, from national conferences to medical association and hospital departmental talks. Well known for his colourful presentations, he brings light to subjects that can often be perceived as being somewhat vanilla!
Max lives in the Midlands with his wife and two children and has a wide variety of interests, most of them sports based. He had a spell in the military and used to sky dive and scuba dive, but is now more often seen on two wheels whenever he gets the opportunity.
Back in 2022, the Department of Health and Social Care proposed changes to the contribution levels for the NHS pension…
The NHS has introduced the Cost Claim Back Scheme to provide relief for members directly impacted by the McCloud remedy….
We are working on a series of articles to keep you informed about the latest news regarding the NHS pension…
In response to the government consultation on the proposed McCloud Remedy, new details have been released. This government announcement is…
As mentioned in previous articles, the NHS is not providing annual allowance data for the 2022/23 tax year. At the…
A lot of this year’s budget news managed to find its way into the mainstream media before its announcements, so…
Why are some medics more financially successful than others? Aside from the obvious, different specialties and experience levels command different…
Once more we find ourselves in unusual times, and this time we are not talking covid – I refer to…
The current rise in inflation is causing issues for doctors and dentists regarding their NHS pensions and annual allowance. Although…
It’s hard to know where to invest your money at the best of times. Compounded by deposit returns from cash,…
At first glance, a car lease through NHS Fleet Services can look like an attractive offer. As an NHS professional,…
It’s so easy for us all to get caught up in the flurry of day-to-day life and our long-term plans…
As doctors and dentists, you work hard to put money in your pocket but is that money working as hard…
The Chancellor’s decision to freeze the Lifetime Allowance (LTA) at £1,073,100 (for 2020/21), in the recent budget is causing our…
Keeping up to date with NHS pension scheme changes can be challenging and tedious at the best of times, let…
In today’s world many doctors and dentists are working extremely long hours, often under very stressful circumstances so it comes…
Just when you thought your NHS pension scheme couldn’t get much more complicated there are now more pension decisions to…
NHS England recently announced to the press that they intend to pay our NHS clinicians annual allowance charges for the…
Are you an NHS doctor with annual allowance concerns? Recent pension legislation changes have caused some unintended consequences regarding our NHS…
Who would have thought an NHS pension scheme could be too generous? When transferring your 1995 NHS pension scheme to…
NHS staff are leaving the NHS Pension Scheme at almost 5 times the rate of other public sector workers¹. Are…
The Facebook and Cambridge Analytica scandal has made many of us wonder exactly how private and secure is the information…
From the 6th April 2018, doctors and dentists who have more than £1,030,000¹ in their pension pot are very likely…
Do you know how much you’re being charged for financial advice and investing? Legally, financial advisers and providers must give…
There are so many things in life that are better rented than owned – skis, boats, jacuzzis. Surely holiday homes…
From a purely monetary perspective, have you ever thought “would I have been better off training as a doctor or…
The deadline to elect for NHS Pensions’ Scheme Pays is only a few weeks away. If you miss it, you…
Loved and loathed, Clinical Excellence Awards (CEAs) are awarded to consultants and academic GPs who perform ‘over and above’ what…
We have cut through the swathes of Budget 2016 articles to bring you a short update on the matters that…
Apparently we’re living longer but not necessarily enjoying good health in old age. Pension schemes, including the NHS Pension Scheme,…
On the 1st April 2015, 75%* of existing NHS employees and all new NHS Pension members will join the new…
