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.

Raj

Raj

Wales and West England
Martin

Martin

West England
Kirsty

Kirsty

West England
Jocelyn

Jocelyn

West England and Wales
Dan

Dan

Wales and West England
Malcolm

Malcolm

Wales and West England
Andrew

Andrew

Wales and West England
Roy

Roy

Nationwide and West England
Richard

Richard

West England and Wales

Raj Passi

Financial Planning Consultant Area Covered: Wales and West England

Raj joined the financial services industry in 1995, working as a financial adviser for Medical Sickness Society before joining Legal & Medical as an Independent Financial Adviser in 2003.

Alongside his over 24 years’ experience advising medics and dentists, he holds the Diploma in Financial Planning (Dip PFS), and is a Legal & Medical shareholder.

Raj has lived in Rhiwbina, Cardiff for more than 30 years with his wife and 2 daughters. He enjoys walking his pet Labrador, is a keen skier (or thinks he is!), and plays tennis all year round in the Welsh Doubles League. He also enjoys watching tennis, rugby and football.

Another ‘Raj fact’: He is an avid Star Wars fan and comic collector

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

What's new by Raj