Who We Are at Legal & Medical

Legal & Medical Investments Ltd is a team of 18 Independent Financial Advisers (IFAs), each with at least 10+ years of experience providing specialist financial advice and wealth management services to doctors and dentists.

Richard started out as a financial adviser in 1998 for Medical Sickness Society and became an Independent Financial Adviser (IFA) when he joined Legal & Medical in 2002.

He holds the Mortgage Advice Qualification (MAQ) and the CII's CF2 (Specialist Investment) qualification. He is also continuing to study for financial exams to complete his Diploma in Financial Services.

Outside of work, being a father of two boys and coach to a junior football team has spurred Richard on to study for a Level 1 coaching badge. He also likes to keep fit, cycling, skiing, running and playing in a 5-a-side football team.

Max lives in the Midlands with his wife and two children and has a wide variety of interests, most of them sports based. He is a qualified sky diver and scuba diver, enjoys rugby, has had a spell in the military and can be seen on two wheels whenever he gets the opportunity.

Marc has been with Legal & Medical since the company started in 1998.

A holder of the Mortgage Advice Qualification (MAQ) and Financial Planning Certificate (FPC) qualifications, he has worked in financial services for over 30 years during which time he has been a financial expert for the BBC and presented TV programmes for BBC1 (Homes Under the Hammer).

In his spare time, Marc is a musician, writer and occasional cyclist. He is married to Sarah and has three children.

Mireille has been a financial adviser to doctors and dentists for 13 years. She worked at Medical Sickness Society before joining Legal & Medical in 2005 where she deals primarily with retirement, investments and inheritance planning.

Mireille holds the Diploma in Financial Planning with the PFS and hopes to be one of the few to have her Chartered Financial Planning status by 2011.

Mireille is married with two young boys. She enjoys spending time with her two children, horse riding, walking and, more recently, skiing.

Owen began his career as a financial adviser in 1996 when he joined Medical Sickness Society. In 2003, he became an Independent Financial Adviser (IFA) and joined Legal & Medical as an equity partner. 

Owen continues to study for financial exams to keep up-to-date with the latest industry developments and ensure his expert financial advice is pertinent to his clients' needs.

Owen has three young children and finds that his 'spare' time no longer exists juggling the ever increasing number of after school clubs with keeping fit playing squash.

In his spare time, Andy enjoys playing golf, watching West Ham and DJ'ing at his local bars at the weekend. He also spends much of his time providing a taxi service to his two girls!

Stuart has 20 years experience in the financial services industry. Before joining Legal & Medical, he worked for many years at Medical Sickness Society, spending the majority of his time providing financial advice to dentists.

As well as the regulatory financial planning exams, Stuart holds qualifications in mortgage advice and advanced pension planning.

Stuart enjoys playing golf and spending time with his two children. He is also an avid Tottenham Hotspur fan.

Tim enjoys most sports, socialising and walking on Exmoor with his family and dog.

Christine lives with her partner, daughter, two dogs, eight chickens and a cockerel! She enjoys getting out in the garden and jetting off to warmer climates when she can.

In her spare time, Jos enjoys long walks with her dog, going to the cinema with friends and being a busy working Mum to her two young boys.

Andrew lives in the Vale of Glamorgan with his wife and daughter. A keen sports fan and social skier, he enjoys the rural life but is pleased to serve his clients wherever their career takes them in the UK.

Malcolm has over 17 years experience working in the financial services industry. Before joining Legal & Medical in 2005, he worked as a financial adviser for Medical Insurance Agency and Medical Sickness Society.

As a G60 Pension Specialist, one of Malcolm's many fields of expertise is in pension planning. He has a Diploma in Financial Planning and is currently just one exam away from Chartered status.

On a personal level, Malcolm's main passions in life are being a Dad to his two young girls, rugby (which can be challenging for a Scot living in Wales!) and holidaying in France, particularly for the wine and seafood.

Originally from Nottingham, Raj has lived in Cardiff for the last 20 years with his wife and 2 daughters aged 11 and 6. He enjoys running, playing tennis, skiing and watching most sports, mainly rugby and football.  

In his spare time, Mike enjoys the outdoor life and spending time cycling, playing tennis and skiing when he can.

Having only recently joined Legal & Medical in February 2010, we are delighted to welcome Ranjit as the newest member of our team.