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
Harry

Harry

Nationwide and South West
Max

Max

Midlands
Louise

Louise

Nationwide and South East
Roy

Roy

Nationwide and West England
Nigel

Nigel

South Coast
Jocelyn

Jocelyn

West England and Wales
Mike

Mike

Midlands
Malcolm

Malcolm

Wales and West England
Andrew

Andrew

Wales and West England
Sophie

Sophie

Nationwide
Alex

Alex

Nationwide and the Midlands
Rickie

Rickie

South West and Nationwide
Felix

Felix

South West and Nationwide
Paul

Paul

Midlands
Dan

Dan

Wales and West England
Owen

Owen

South Coast
Greg

Greg

Wales and Nationwide
Christine

Christine

Wales
Marc

Marc

South West
Mireille

Mireille

Midlands
Martin

Martin

West England
Peter

Peter

London & South East
Greg

Greg

Nationwide and Wales
Tim

Tim

South West
Kirsty

Kirsty

West England
Richard

Richard

West England and Wales
Liz

Liz

Nationwide

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