Our Financial Advisers

Meet Our Team Of Advisers

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.

Tim

Tim

South West
Felix

Felix

South West and Nationwide
Jacob

Jacob

Nationwide and South West
Marc

Marc

South West
Harry

Harry

Nationwide and South West

Tim Haddon

Financial Planning Consultant Area Covered: South West

Tim spent 7 years teaching before joining Medical Sickness Society in 1988 and then Legal & Medical in 1999. He specialises in advising dentists and regularly presents to Foundation and other dental groups throughout the Somerset and Devon area. He is also a member of our Investment Committee.

He holds the Diploma for Financial Advisers (DipFA®) and the Certificate in Financial Planning (Cert PFS, formerly FPC) qualifications.

Tim is married to Lucie and has 3 grown-up sons. He enjoys most sports, is a poor but enthusiastic golfer (it’s an age thing!) and, when possible, spends most weekends walking on Exmoor with his family and dogs, Bertie and Lottie.

You’ll never hear Tim say: Sorry, not interested (unless it’s a nuisance call!)

Scroll down to see Tim’s most recent blog posts.

What's new by Tim