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.
Harry has worked in the financial services industry for over eight years, including two years as a financial advisor for Wesleyan.
He holds the Diploma in Regulated Financial Planning (DipPFS), the Certificate in Mortgage Advice Cert CII (MP) and a Bachelor’s in Law. He is also working towards achieving chartered status.
Harry lives in Bristol with his wife, who helpfully works in the NHS as a dentist. He is fond of watching and participating in most sports, but he particularly enjoys playing tennis, attempting to surf and eating his way through the many delicious restaurants around Bristol.
After recently becoming a father myself and a financial adviser to medical and dental professionals who balance demanding careers, family…
As medical professionals, you work hard to earn your income, but is your money working just as hard for you?…
When the Chancellor announced that the Lifetime Allowance (LTA) was to be abolished on 5 April 20241, many medics were…
As a medic, during an average working day, you often incur expenses to enable you to carry out your role…
For many doctors and dentists navigating the NHS pension scheme (NHSPS) can seem like a bridge too far on top…
Keeping on top of your outgoings can feel like a job in itself. As I was wisely told once, “It’s…
Are you guilty of ‘financial drift’ by not taking stock of your financial position? Hopefully not if you are using…
Knowing your financial incomings and outgoings is essential for budgeting. This may seem like the simplest of tasks, but you’ll…
As the summer draws to a close many will have turned their minds to packing children off to university or…
Becoming a financial adviser is not just about managing money. Building trust and managing good relationships is as important. Money…
As doctors or dentists, your whole career is dedicated to caring for patients who have fallen ill or had an…
