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.
Kate has been a dedicated professional in the financial services industry since 2012. She began her career training to be an accountant and joined Wesleyan Financial Services in 2013. Over the past 12 years at Wesleyan, Kate has specialised in providing financial and wealth management advice to medical professionals.
As the Mortgage Team Leader and a Specialist Financial Adviser, Kate has developed a deep understanding of the financial needs of doctors and dentists. Her primary focus is on hospital doctors and the NHS Pension Scheme. Kate’s extensive experience includes working with GPs, dentists, and hospital doctors. Her in-depth knowledge of the NHS Pension Scheme and taxation issues allows her to understand the unique challenges faced by medical professionals in both the NHS and private practice. Kate holds the Diploma in Regulated Financial Planning (DipPFS) and is a qualified Mortgage Adviser (Cert CII MP).
In her spare time, Kate enjoys spending time with her husband Matt, who runs his own business specialising in tuning and building supercars. Alongside their busy schedules, they enjoy outdoor activities with their two children, Josef and Florence. Kate has a passion for cooking and entertaining family, and she loves attending car shows and dining out at restaurants in Birmingham.
