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.
Tim spent 7 years teaching before joining Medical Sickness Society in 1988 and then Legal & Medical in 1999. He specialises in advising dentists and regularly presents to Foundation and other dental groups throughout the Somerset and Devon area. He is also a member of our Investment Committee.
He holds the Diploma for Financial Advisers (DipFA®) and the Certificate in Financial Planning (Cert PFS, formerly FPC) qualifications.
Tim is married to Lucie and has 3 grown-up sons. He enjoys most sports, is a poor but enthusiastic golfer (it’s an age thing!) and, when possible, spends most weekends walking on Exmoor with his family and dogs, Bertie and Lottie.
You’ll never hear Tim say: Sorry, not interested (unless it’s a nuisance call!)
Scroll down to see Tim’s most recent blog posts.
Are you a medical professional owed an overpaid tax rebate? Any doctor, dentist or medic affected by the McCloud Remedy…
Believe it or not, there are over 91 Unicorns in the UK1. No, I haven’t lost my mind, and I…
Is it better to save up and invest a lump sum or invest on a monthly basis? Saving regularly certainly has many benefits…
So how do I/we end up in A+E promising my lovely, healthy eating, Exmoor loving, regular swimming, Snowdon climbing wife…
The buying and selling of a dental practice typically involves the buyer getting a bank loan to pay the seller….
Buying a dental practice and saying goodbye to the relatively worry-free days of being an associate is a big decision….
You’ve almost certainly looked at how much tax you pay and nearly fallen over backwards in shock! Have you ever…
