Legal & Medical Investments is a team of over 25 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.
Bethan is a dedicated Mortgage and Protection Adviser with a strong background in financial services, bringing over six years of financial experience to her role. She began her career in 2019 as a Portfolio Manager in Investment and Corporate Banking at Mizuho Bank in London, where she spent six years developing a robust understanding of financial markets and client needs.
Bethan joined Legal & Medical as a specialist Mortgage and Protection Adviser. She is fully qualified with the Cert CII MP. She is currently working towards completing her Diploma in Financial Planning (DipPFS), further strengthening her technical knowledge and widening advisory areas.
Originally from Newport, South Wales, Bethan now lives in Hertfordshire with her fiancé, Elliott, after spending several years in London. Outside of work, she enjoys dining out with Elliott and friends, attending music gigs, painting, and returning to Wales to spend time with her family while visiting the coast. A keen traveller, Bethan is always planning her next adventure, with Japan next on the list.
