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.

Tim

Tim

South West
Richard

Richard

West England and Wales
Roy

Roy

Nationwide and West England
Dan

Dan

Wales and West England
Mireille

Mireille

Midlands
Kirsty

Kirsty

West England
Andrew

Andrew

Wales and West England
Jacob

Jacob

Nationwide and South West
Alex

Alex

Nationwide and the Midlands
Max

Max

Midlands
Marc

Marc

South West
Owen

Owen

South Coast
Nigel

Nigel

South Coast
Raj

Raj

Wales and West England
Martin

Martin

West England
Jill

Jill

London & South East
Mike

Mike

Midlands
Harry

Harry

Nationwide and South West
Jocelyn

Jocelyn

West England and Wales
Ric

Ric

London and South Coast
Louise

Louise

Nationwide and South East
Sophie

Sophie

Nationwide
Peter

Peter

London & South East
Malcolm

Malcolm

Wales and West England
Felix

Felix

South West and Nationwide
Christine

Christine

Wales
Paul

Paul

Midlands

Tim Haddon

Financial Planning Consultant Area Covered: South West

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.

What's new by Tim