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.
Roy has been a financial adviser for over 30 years with a focus on providing specialist financial advice to doctors and dentists for the past 20 years.
Roy is recognised as having many years of experience with the NHS pension schemes and helping clients understand the complexities with regard the changing nature of pension legislation, pension taxation and how this interacts with the NHS Pension Scheme.
He holds the Diploma in Financial Planning (Dip PFS), the Certificate in Mortgage Advice and Practice (CeMAP®) and is working towards Chartered Financial Planning status.
Roy lives in Worcestershire with his wife Alison and Cockerpoo Shelby. He has two adult daughters both now through university and starting their own chosen career paths.
Roy has a wide variety of interests including walking Shelby, swimming, football, cricket, (although no longer participating in the last two) and a love of live music and attending as many live events as he can fit in.
You will never hear Roy say: Turn that country music down.
The March 2023 budget turned out to be quite a momentous one for doctors and dentists who are members of…
For most doctors and dentists, annual allowance is one of the greatest areas of interest and concern when it comes…
On 31 March 2022 the 2019/2020 annual allowance tax-liability compensation initiative closes. As you are probably aware, various NHS bodies…
