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
Richard

Richard

West England and Wales
Martin

Martin

West England
Jocelyn

Jocelyn

West England and Wales
Felix

Felix

South West and Nationwide
Rickie

Rickie

South West and Nationwide
Harry

Harry

Nationwide and South West
Andrew

Andrew

Wales and West England
Greg

Greg

Wales and Nationwide
Greg

Greg

Nationwide and Wales
Louise

Louise

Nationwide and South East
Dan

Dan

Wales and West England
Malcolm

Malcolm

Wales and West England
Marc

Marc

South West
Alex

Alex

Nationwide and the Midlands
Kirsty

Kirsty

West England
Peter

Peter

London & South East
Max

Max

Midlands
Sophie

Sophie

Nationwide
Nigel

Nigel

South Coast
Owen

Owen

South Coast
Mike

Mike

Midlands
Christine

Christine

Wales
Raj

Raj

Wales and West England
Mireille

Mireille

Midlands
Roy

Roy

Nationwide and West England
Tim

Tim

South West
Liz

Liz

Nationwide

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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