Biographies
Simon Dickerson Dip PFS BSc(Hons)
Director, Medical & Financial Ltd
Simon cofounded Medical & Financial Ltd in 2006 and is now the sole director. With over 23 years in FCA-regulated financial consultancy, he specialises in independent financial planning for doctors and dentists, offering tailored advice on pensions, investments, and wealth management.
Simon began his career in the legal sector before moving into financial services in 1990 as a Britannia Building Society branch manager. He later joined Wesleyan Medical Sickness, working for seven years with medical and dental professionals and holding management roles focused on training and client support. In 2006, Simon co-founded Medical & Financial Ltd to deliver personalised, holistic financial guidance for healthcare professionals across the UK. He holds a BSc in Economics and the Dip PFS qualification, ensuring his advice meets the highest professional standards.
Simon is known for his approachable style and commitment to empowering clients with clear, actionable financial strategies.
Address: 16 Silver Lane, Needingworth, St Ives, Cambs, PE27 4SL
Justine Roberts MInstLM Dip PFS
Specialist Financial Consultant
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.
Address: The Elms, 17 Belvoir Rd, Bottesford, Notts, NG13 0BG
Tony Green DipPFS
Specialist Financial Consultant
Tony brings over three decades of expertise in the financial services industry, delivering trusted advice and long-term strategies to both individual and corporate clients. With a career spanning 30+ years, Tony has developed a deep understanding of the complexities of financial planning, with particular specialism in investments, pensions, and ongoing wealth management.
He works closely with his clients to design tailored financial solutions that reflect their goals, values, and changing circumstances—whether that means building a robust retirement plan, optimising investment portfolios, or preserving wealth across generations.
Tony is a member of the Personal Finance Society (PFS) and holds the Diploma in Financial Planning (DipPFS)
Tel: 07545 910911
Email: tony@grantafinancial.com
Address: 18 Home Farm, Huntingdon, Cambridgeshire, PE28 2BN