Malcolm
Malcolm Norris
Financial Planning Consultant Area Covered: WalesMalcolm is a Chartered Financial Planner with over 20 years’ experience working in the financial services industry. Before joining Legal & Medical in 2005, he worked as a financial adviser for Medical Insurance Agency and Medical Sickness Society.
As a G60 Pension Specialist, one of Malcolm’s many fields of expertise is in pension planning.
On a personal level, Malcolm’s main passions in life are being a Dad to his two young girls, rugby (which can be challenging for a Scot living in Wales!) and holidaying in France, particularly for the wine and seafood.
Scroll down to see Malcolm’s most recent blog posts.
What's new by Malcolm
April 2022 stock market and model portfolio update
Month four of 2022, and much has happened since our last market update – rising inflation, spiralling energy costs, and…
February 2022 quarterly market and portfolio performance review
As part of our ongoing service and client commitment, we aim to keep you informed on stock market performance, portfolio…
Portfolio Service Rebalance: Communication via E-Sign
The take-up of our recently-launched Portfolio Service continues apace. As of now, approximately £150 Million of our clients’ Investment and…
Financial market view: “Après la pluie, le beau temps”
What a year it’s been! Whilst reflecting on these last 12 months of pandemic and the implications on all our…
Portfolio updates: Electronic signature consent
As part of our care and commitment to providing the best investment advice, we offer our Legal & Medical portfolios….
Taking stock of the markets since the COVID outbreak
There is no doubt the COVID outbreak has been a worrying time. We all have family or friends who are…
Hold on tight and ride the ‘financial market’ storm
We’ve all had to grit our teeth and hunker down over the last few months during this Covid-19 pandemic. If…
Covid-19: The impact on investments Q&A
There is no doubt that the Covid-19 coronavirus pandemic is a worrying time for all. Many of us will have…
Know how much money you have and where: 6 free apps
Sitting down for a few hours each month to ‘sort out the finances’ and figure out where the hell all…