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.
Ric started his career with the Medical Sickness Society in 1990. He worked with medics and dentists along the south coast until leaving to join Medical Money Management in late 1999, where he became an equity partner in 2007 until its sale in 2017.
During his time at Medical Money Management, Ric developed his interest in Investment Portfolio modelling and Risk Targeted Portfolio design. In addition to his portfolio work, Ric specialises in implementing ethical, sustainable and socially responsible investments. Not only does he strongly believe that a well-diversified portfolio of ESG investments really can make the world a better place, but that these investments will become the norm.
After a couple of years out of the industry, Ric is delighted to be back! More so, to be at Legal & Medical and reunited with many friends and former colleagues from his Medical Sickness days.
What's new by Ric
As the details of the McCloud Remedy continue to unfold, we analyse the effects the government reforms have on your…