Staff Biographies


Justine Roberts MInstLM Dip PFS

Director, Medical & Financial Ltd

Justine has been specialising with doctors for over 19 years. She has a wealth of experience dealing with the financial needs of Consultants and GPs for pension planning and their wider financial requirements. After serving a seven year short service commission in the Royal Air Force Justine began her financial services career with Clerical Medical Investment Group, specialising with professional clients. She moved to Wesleyan Medical Sickness where she worked solely with medical and dental professionals for many years.

Justine and a colleague, Simon Dickerson, set up Medical & Financial Ltd 10 years ago as an independent financial consultancy service exclusively for doctors and dentists throughout the UK to provide a professional and personal service tailored to the individual client’s requirements, covering all aspects of financial planning.
Being independent means that Justine works directly for her clients, researching the market on their behalf to find the most appropriate solution to the client’s query.

01949 843586
justine@medicalandfinancial.com
The Elms, 17 Belvoir Rd, Bottesford, Notts, NG13 0BG

Simon Dickerson Dip PFS BSc(Hons)

Director, Medical & Financial Ltd

Simon started his working life in the legal profession and began his financial services career in 1990 working with the Britannia Building Society as a branch manager. Simon then worked for Wesleyan Medical Sickness for 7 years specialising in providing advice to the medical and dental professions as well as undertaking a range of training and management rolls within the organisation. Simon and a colleague Justine Roberts set up Medical & Financial Ltd 10 years ago, as an independent financial consultancy service exclusively for Doctors and Dentists throughout the UK to provide a professional and personal service tailored to the individual client’s requirements, covering all aspects of financial planning.

01480 463551
simon@medicalandfinancial.com
16 Silver Lane, Needingworth, St Ives, Cambs, PE27 4SL


Tim Forster DipPFS Cert CII(MP)

Specialist Financial Consultant

After a 15 year career in the oil exploration industry worldwide, Tim began his career in Financial Services in 1995 advising professional clients with Clerical Medical prior to joining the Wesleyan for 12 years, mostly with Wesleyan Medical Sickness where he specialized with Medical and Dental clients. He has a particularly good understanding of GPs circumstances and requirements, and is also an Associate Member of the Institute of Professional Willwriters.

01643 862858
tim@medicalandfinancial.com
The Old Rectory, Parsons Street, Porlock, Somerset, TA24 8Q


David Heaton BSc (Hons) DipPFS

Specialist Financial Consultant

David began his working life as a biochemist, spending several years carrying out diabetic research at Kings College Hospital, London. Following this, in the early 1990’s, he began his financial services career. During his career, he has worked with Axa, Lloyds, Royal Bank of Scotland, Sedgwick Noble Lowndes and, more recently, with Birkett Long Solicitors and Tilney.

He has experience of working with solicitors, accountants and bankers and has been providing independent financial advice for over 20 years.  David is an experienced Financial Planner with a flexible approach and mature work ethic: He is used to providing advice to a range of personal and corporate clients including doctors and dentists, helping them to achieve their specific financial goals.

07972 744495
david@medicalandfinancial.com
6 Davidson Close, Great Cornard, Sudbury, Suffolk, CO10 0YU


 

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