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.
Owen began his career as a financial adviser in 1996 when he joined Medical Sickness Society. In 2003, he became an Independent Financial Adviser (IFA) and joined Legal & Medical as an equity partner.
He holds the Diploma in Financial Planning (Dip PFS), the Certificate in Mortgage Advice and Practice (CeMAP®) and the Financial Planning Certificate (FPC®) qualifications. He also continues to study for financial exams to keep up-to-date with the latest industry developments and ensure his expert financial advice is relevant to his clients’ requirements.
Owen has three young children and finds that his ‘spare’ time no longer exists juggling the ever increasing number of after school clubs with keeping fit playing squash.
Scroll down to see Owen’s most recent blog posts.
If all the hype were to be believed, this was billed as the Budget to end all Budgets. One thing…
As summer finally reveals its true glory here in the UK – are the markets beginning to warm up too?…
As we speed towards yet another Christmas, now seems a good time to provide a ‘financial market update’ to summarise…
Confused about how much you’re allowed to contribute to your pension and what to do if you’ve been hit with…
Like many doctors and dentists, you may have already started to think about your next tax return, but have you…
How doctors and dentists view and use their pensions has changed since ‘Pension Freedoms’ came into being in March 2015….
