MalcolmChoose Region
Malcolm Norris
Financial Planning Consultant Area Covered: Wales and West EnglandMalcolm 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
Legal & Medical Model Portfolios
At Legal & Medical, we continue to seek ways of improving our service and offerings to our clients. Having completed…
![Legal & Medical investments strategy to investing in the Mag 7](https://www.legalandmedical.co.uk/wp-content/uploads/2024/06/featured-image-template-3-298x190.jpg)
Portfolios and The Mag 7: Concentration or Diversification?
The Magnificent Seven, the old western film evokes memories of seven Hollywood greats who saved the day for the downtrodden….
![An investment market update November 2023](https://www.legalandmedical.co.uk/wp-content/uploads/2023/11/leap-of-faith-featured-298x190.jpg)
Investment market update: November 2023
Inflation and interest rates – is there light at the end of the tunnel? It’s fair to say that the…
![Our investment committee have enhanced their portfolio management system](https://www.legalandmedical.co.uk/wp-content/uploads/2023/05/investment-featured-298x190.jpg)
Our Legal & Medical investment committee is expanding!
At Legal & Medical, we continue to seek ways of improving our service and offerings to our clients. Our latest…
![What is the financial outlook for 2023](https://www.legalandmedical.co.uk/wp-content/uploads/2023/05/Number-22-bus-featured-298x190.jpg)
Investment market update: May 2023
As we reflect over the last 18 months, we can certainly say that 2022, in particular, has proved to be…
![Investment market update October 2022](https://www.legalandmedical.co.uk/wp-content/uploads/2022/10/investments-october-featured-298x190.jpg)
Investment market update: October 2022
The investment market seems to be the gift that keeps giving – in the unwelcome surprise stakes. Malcolm Norris, from…
![Market and portfolio review April 2022](https://www.legalandmedical.co.uk/wp-content/uploads/2022/04/april-review-featured-2022-298x190.jpg)
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…
![market and portfolio summary February 2022](https://www.legalandmedical.co.uk/wp-content/uploads/2022/02/market-news-featured-298x190.jpg)
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](https://www.legalandmedical.co.uk/wp-content/uploads/2021/07/portfolio-service-featured-298x190.jpg)
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…
![How are the financial markets a year after covid?](https://www.legalandmedical.co.uk/wp-content/uploads/2021/03/market-view-featured-298x190.jpg)
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…
![](https://www.legalandmedical.co.uk/wp-content/uploads/2021/01/e-sign-featuredv2-298x190.jpg)
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 financial markets](https://www.legalandmedical.co.uk/wp-content/uploads/2020/10/taking-stock-featured-298x190.jpg)
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…
![](https://www.legalandmedical.co.uk/wp-content/uploads/2020/06/Financial-update-2020-featured-298x190.jpg)
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…
![How the coronavirus has impacted on investments](https://www.legalandmedical.co.uk/wp-content/uploads/2020/03/stock-market-drop-f-298x190.jpg)
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 with these 6 finance apps](https://www.legalandmedical.co.uk/wp-content/uploads/2017/11/handy-money-apps-doctors-dentists-blog-298x190.jpg)
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…