Legal and Medical Investments Ltd

3 Tivoli Walk,Prinbox Works., GL50 2UX, Cheltenham, GB
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5.00
Based on 6 Reviews

5

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4

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3

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2

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1

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About Legal and Medical Investments Ltd

Legal & Medical Investments Ltd is a UK-based financial services company that specialises in providing financial advice and planning services to medical and dental professionals, to help create, grow and protect their financial wealth. Drawing on our financial expertise and in-depth knowledge of the NHS Pension Scheme, we’re here to help you achieve your desired lifestyle and the financial freedom you aspire to. Services Offered: Financial Planning: Comprehensive financial planning services tailored to individual needs, including retirement planning, investment strategies, and tax planning. Retirement Planning: Advice on pension schemes, including NHS pensions, and strategies to maximize retirement savings. Investment Management: Assistance with building and managing investment portfolios, ensuring alignment with clients' financial goals and risk tolerance. Tax Planning: Strategies to optimize tax efficiency, taking advantage of available allowances and reliefs. Protection Insurance: Recommendations for appropriate insurance coverage, such as life insurance, critical illness cover, and income protection. Estate Planning: Guidance on wills, trusts, and inheritance tax planning to ensure clients' estates are managed according to their wishes.

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Rachel Stewart
United Kingdom | 14 February 2025

Jamie was so helpful and friendly at our initial meeting which gave me confidence to use legal and medical. Throughout the process he has been efficient and communicative about where things are at, and took away the stress of looking for the best deal.

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K P
United Kingdom | 07 December 2024

I had a fantastic experience with L&M with purchasing my first property as an FY1 Doctor. I initially had Preeti who helped secure me a great Mortgage offer in the face of my limited work history. Preeti moved on from the company during my time but my case was seamlessly handed over to another advisor Jamie who did a great job with getting me through the process and organising my life insurance. They both had a firm understanding of NHS doctor pay scales & helped to secure a better mortgage deal which took into account my salary progression. Overall, my excellent mortgage advisors provided a great amount of both mortgage advice and overall support during this experience. I felt that my opinions were always held and taken into account at every step of the process. My case was delayed at several points due to external factors but even during annual leave dates of my given advisors, they made sure that other advisors were knowledgeable of my case, & available to answer my questions and keep things moving in the background. I will 100% be recommending L&M services to my fellow doctor colleagues!

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Sandi
United Kingdom | 25 November 2024

Absolutely wonderful. Louise has been fabulous and I could not have hoped for a more caring, responsive and organised Mortgage Advisor. She is very knowledgeable and I felt that I was in safe hands with her and could trust the advice I was being given. She is very quick to respond to communications and recognises when situations are urgent and require a more proactive and efficient approach. I have been very grateful to have her and look forward to working with her again.

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CompleteSavings member
United Kingdom | 06 November 2024

This house buying process has been a pain for us with one problem after another. Our independent mortgage advisor, Louise, is the only exception. Louise is an angel in this nightmare. She’s very kind, responsive, approachable and always happy to help. She’s been with us since the beginning of this stressful journey. She makes sure our mortgage offer is regularly updated with dropping interest rates while waiting to clear problems from seller’s side. My husband even started saying call your friend, Louise, for advice. Definitely 5* service.

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Georgia Richards
United Kingdom | 05 November 2024

Great experience with Legal and Medical’s Louise Reading! As a first-time buyer I can’t fault Louise for her caring nature, always on hand to answer any questions I had (which was a lot) and being very thorough with explaining each step along the journey. Would highly recommend her services.

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James
United Kingdom | 21 October 2024

Outstanding support and advice. Very responsive and friendly

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