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.
Jocelyn has worked in the financial services industry since 1991. She became an Independent Financial Adviser (IFA) in 1996 and joined Legal & Medical in 2002.
She holds the Diploma for Financial Advisers (DipFA®), the Certificate in Mortgage Advice and Practice (CeMAP®), and the Certificate in Financial Planning (Cert PFS) qualifications. She is also a Member of the Institute of Financial Services (MIFS).
As well as looking after her own clients, Jocelyn now runs the Legal & Medical Training Academy. This involves training our new advisers to become accomplished in all areas of specialist financial advice for Medics.
In her spare time, Jocelyn enjoys long walks with her two dogs, going to the cinema with friends and being a busy working Mum to her two teenage boys.
Scroll down to see Jocelyns’ most recent blog posts.
Are you an avid ‘how many sleeps until Christmas’ type? Or a ‘bah humbug’ scrooge? Either way, Christmas is nearly…
Did you lose track of your financial position somewhere in the midst of the Christmas rush? The constant PayPal payments…
With inflation rising and no one feeling exactly flush with money at the moment, keeping what’s rightfully yours by paying…
