Our Financial Advisers

Meet Our Team Of Advisers

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.

Paul

Paul

Midlands
Tim

Tim

South West
Alex

Alex

Nationwide and the Midlands
Jacob

Jacob

Nationwide and South West
Kirsty

Kirsty

West England
Richard

Richard

West England and Wales
Peter

Peter

London & South East
Christine

Christine

Wales
Max

Max

Midlands
Raj

Raj

Wales and West England
Malcolm

Malcolm

Wales and West England
Nigel

Nigel

South Coast
Preeti

Preeti

Nationwide
Roy

Roy

Nationwide and West England
Marc

Marc

South West
Sophie

Sophie

Nationwide
Felix

Felix

South West and Nationwide
Mike

Mike

Midlands
Mireille

Mireille

Midlands
Louise

Louise

Nationwide and South East
Owen

Owen

South Coast
Annabelle

Annabelle

Nationwide
Dan

Dan

Wales and West England
Harry

Harry

Nationwide and South West
Jamie

Jamie

Nationwide
Martin

Martin

West England
Jocelyn

Jocelyn

West England and Wales
Andrew

Andrew

Wales and West England

Paul Gilman

Chartered Financial Planner Area Covered: Midlands

Paul is a Chartered Financial Planner with over 20 years’ experience working exclusively with dental and medical professionals. He specialises in providing investment, retirement, and estate planning advice, and is well known for his attention to detail and professionalism.

Outside of work, Paul likes nothing better than spending time with his wife and 3 daughters. He enjoys most sports, particularly football and cricket (although more as a spectator these days!), and is often found walking, cycling or at pilates.

You’ll never hear Paul say: It’s OK, I’ll drive.

Scroll down to see Paul’s most recent blog posts.

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