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.

Rickie

Rickie

South West and Nationwide
Andrew

Andrew

Wales and West England
Jocelyn

Jocelyn

West England and Wales
Tim

Tim

South West
Alex

Alex

Nationwide and the Midlands
Kirsty

Kirsty

West England
Richard

Richard

West England and Wales
Harry

Harry

Nationwide and South West
Paul

Paul

Midlands
Roy

Roy

Nationwide and West England
Malcolm

Malcolm

Wales and West England
Peter

Peter

London & South East
Christine

Christine

Wales
Mireille

Mireille

Midlands
Greg

Greg

Wales and Nationwide
Greg

Greg

Nationwide and Wales
Nigel

Nigel

South Coast
Liz

Liz

Nationwide
Raj

Raj

Wales and West England
Max

Max

Midlands
Owen

Owen

South Coast
Mike

Mike

Midlands
Marc

Marc

South West
Martin

Martin

West England
Dan

Dan

Wales and West England
Louise

Louise

Nationwide and South East
Sophie

Sophie

Nationwide
Felix

Felix

South West and Nationwide

Rickie Kovacs

Independent Financial Adviser Area Covered: South West and Nationwide

Rickie has worked in financial services since 2008, previously working at building societies, major banks and most recently for Wesleyan. Whilst working at Wesleyan for 6 years, Rickie developed a real understanding of medics’ finances and the NHS Pension Scheme. He has experience dealing with GPs, Hospital Doctors and Dentists. Rickie holds the Diploma in Regulated Financial Planning (DipPFS) and is a qualified Mortgage Adviser (Cert CII MP).

Rickie’s spare time is spent with his wife, an Advanced Clinical Practitioner in the community, and his two young children.  Rickie is a keen follower of sports and coaches his local junior Rugby team – He is currently studying for the England Rugby Coaching Award.

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