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.
Dan started his financial services career working at the Halifax Business Centre in Cardiff. Since joining his first IFA firm in 2008, he has advised high net worth individuals and managed the investment portfolios of a range of clients. He joined Legal & Medical in 2015 as an Independent Financial Adviser specialising in advising medical professionals.
He holds the Diploma in Regulated Financial Planning (Dip PFS), the Certificate in Mortgage Advice (Cert CII MP), and the Certificate in Equity Release (Cert CII ER). He is also working towards achieving Chartered status.
Dan enjoys playing 5-a-side football, holidays in the sun, and spending time in his local health and fitness spa.
Scroll down to see Dan’s most recent blog posts.
The “Bank of Mum and Dad” (Bomad) has unofficially become the UK’s 9th biggest mortgage lender. Over the 10 years…
After a period of unprecedented low stock market volatility, the UK markets have returned to a more ‘normal’ volatility of…
