Our Financial Advisers

Meet Our Team Of Advisers

Legal & Medical Investments is a team of over 25 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.

Raj

Raj

Wales and West England
Greg

Greg

Wales and Nationwide
Felix

Felix

South West and Nationwide
Kate

Kate

Nationwide
Jocelyn

Jocelyn

West England and Wales
Harry

Harry

Nationwide and South West
Mike

Mike

Midlands
Max

Max

Midlands
Peter

Peter

London & South East
Greg

Greg

Nationwide and Wales
Sophie

Sophie

Nationwide
Martin

Martin

West England
Tim

Tim

South West
Andrew

Andrew

Wales and West England
Bethan

Bethan

Nationwide
Liz

Liz

Nationwide
Mireille

Mireille

Midlands
Owen

Owen

South Coast
Nigel

Nigel

South Coast
Malcolm

Malcolm

Wales and West England
Roy

Roy

Nationwide and West England
Louise

Louise

Nationwide and South East
Rickie

Rickie

South West and Nationwide
Alex

Alex

Nationwide and the Midlands
Kirsty

Kirsty

West England
Dan

Dan

Wales and West England
Marc

Marc

South West
Christine

Christine

Wales
Richard

Richard

West England and Wales
Paul

Paul

Midlands

Raj Passi

Financial Planning Consultant Area Covered: Wales and West England

Raj joined the financial services industry in 1995, working as a financial adviser for Medical Sickness Society before joining Legal & Medical as an Independent Financial Adviser in 2003.

Alongside his over 24 years’ experience advising medics and dentists, he holds the Diploma in Financial Planning (Dip PFS), and is a Legal & Medical shareholder.

Raj has lived in Rhiwbina, Cardiff for more than 30 years with his wife and 2 daughters. He enjoys walking his pet Labrador, is a keen skier (or thinks he is!), and plays tennis all year round in the Welsh Doubles League. He also enjoys watching tennis, rugby and football.

Another ‘Raj fact’: He is an avid Star Wars fan and comic collector

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

What's new by Raj