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.
Greg has worked in the financial industry since 1986. He started his career in Lloyds Bank working in various branches in the South Wales area. Greg qualified as a Financial Adviser in 1995 while working for Lloyds Bank and moved on to Wesleyan in 2015. Here Greg gained all his knowledge and expertise around the NHS pension schemes and how this impacts doctors, GPs and dentists.
Greg joined Legal & Medical in January 2025 and is excited by the prospect of offering whole-of-market independent advice to his clients which is paramount for financial planning. He holds the Diploma in Financial Advice (DipFA) and the Certificate in Mortgage Advice and Practice (CeMAP).
Greg lives in South Wales with his wife and two children. Outside of work, Greg is one of the coaches for his local youth rugby team and holds the WRU’s Level 1 coaching qualification. He also likes to keep fit by cycling, skiing, weight training and playing touch rugby.
Unusual Hobby – Greg is a keen beekeeper
