Latest News & Our Views

Author archives: Owen Beswick

About Owen Beswick

Owen is a member of Legal & Medical Investments’ Investment Committee, as well as a trusted independent financial adviser to his clients. He holds the Diploma in Financial Planning (Dip PFS), the Certificate in Mortgage Advice and Practice (CeMAP®) and the Financial Planning Certificate (FPC®) qualifications.

Adviser Profile >

Markets and model portfolio updates

June 2022 market and model portfolio update

15th June 2022

As summer finally reveals its true glory here in the UK – are the markets beginning to warm up too?…

Continue reading

Updates on the financial markets and how our portfolios are performing.

Market updates and portfolio performance review

11th November 2021

As we speed towards yet another Christmas, now seems a good time to provide a ‘financial market update’ to summarise…

Continue reading

Can NHS Scheme PaPay Your Pension Tax Bill?

Paying your unexpected pension tax bill: Your options

5th June 2019

Confused about how much you’re allowed to contribute to your pension and what to do if you’ve been hit with…

Continue reading

Are you about to get an annual allowance tax bill?

How to know if you’re facing an unexpected tax bill?

12th October 2018

Like many doctors and dentists, you may have already started to think about your next tax return, but have you…

Continue reading

The powerful pension options Pension Freedoms Give Medics

The powerful pension options medics now have

11th June 2018

How doctors and dentists view and use their pensions has changed since ‘Pension Freedoms’ came into being in March 2015….

Continue reading

We use cookies to ensure that we give you the best experience on our website. If you continue we'll assume that you are happy to receive all cookies from this website. Read more Close