Liz Trapp was our mortgage and protection advisor and has been incredible throughout the whole process. From our first meeting with her she filled us with confidence as she is so knowledgable. Nothing... ãã£ãšèŠã
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Louise Reading was so helpful and patient throughout our time applying and getting our mortgage. She was always available to provide us with information and updates. Even when we had an issue with our... ãã£ãšèŠã
Really smooth process. Bethan was my advisor, very knowledgeable and adaptable as we went through the whole process. Would definitely go to again
Liz Trapp was very helpful and knowledgable and made me feel like there were no âstupidâ questions! She got me a better deal than my previous advisor, advised me when the rates had dropped and even th... ãã£ãšèŠã
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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, weâre 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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Floor 3 Cumberland House, Oriel Road, GL50 1BB, Cheltenham, è±åœ
- 02031 671607
- enquiry@legalandmedical.co.uk
- www.legalandmedical.co.uk
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Really smooth process
Really smooth process. Bethan was my advisor, very knowledgeable and adaptable as we went through the whole process. Would definitely go to again
Highly recommend, Louise Reading
Louise Reading was so helpful and patient throughout our time applying and getting our mortgage. She was always available to provide us with information and updates. Even when we had an issue with our mortgage offer she was able to sort it very quickly. We would definitely recommend.
Mortgage and protection advice
Liz Trapp was our mortgage and protection advisor and has been incredible throughout the whole process. From our first meeting with her she filled us with confidence as she is so knowledgable. Nothing was too much trouble and she always responded to us really quickly. Her help was invaluable and we canât recommend her highly enough.
Recommend Liz at L&M
Liz Trapp was very helpful and knowledgable and made me feel like there were no âstupidâ questions! She got me a better deal than my previous advisor, advised me when the rates had dropped and even thoughtfully followed through with a congrats on your move card- nice touch. Thanks for your help Liz.
Very professional service
Very professional service, Bethan was fantastic with quick responses and great advice.
Excellent service professional advice
Have used Legal and medical for income protection and mortgage broker. They have been very responsive and professional throughout the processes. They answer all my questions clearly for me.
Bethan was very helpful throughout andâŠ
Bethan was very helpful throughout and explained things in good detail. Highly recommend
Bethan was so supportive and helpfulâŠ
Bethan was so supportive and helpful throughout the entire process of applying for our mortgage. She was easily contactable and worked quickly to get the best deal that suited our needs. As first time buyers we were pretty clueless but she guided us through the entire process and was particularly supportive when snags were hit along the way! Thank you Bethan, would definitely look to work with you again in future ð
Great
Liz Trapp has been incredibly helpful as our mortgage advisor. As firstâtime buyers, she guided us through every step of the process with clarity and patience. She was flexible with meeting us after 5pm to fit around our work schedules and consistently went above and beyond. Thank you, Liz - weâre very grateful for your support.
Mortgage Protection
Bethan Parfitt helped me with finding a tailored Mortgage Protection Policy that was perfect for me. After an initial consultation, I was presented with a range of comprehensive products that were throughly explained. I felt well informed at every stage in the process, highly recommend!
Dr TA
Very efficient and straightforward process from initial enquiries to completing mortgage and income protection applications. Bethan Parfitt was very patient explaining all the available options and proactive in alerting me when mortgage rates dropped and applying for the new changes. Availability was very good and it was easy to arrange follow ups. Communication was excellent. Would happily recommend and use again in the future.
Excellent- specifically from Bethan Parfitt
Bethan Parfitt has been excellent from start to finish. From the start, she understood the complexities of getting a mortgage while working as a doctor.
She has been very comprehensive and accessible, helped us to understand the process as first time buyers and gave excellent advice at all times.
She has been easy to get in contact with and so helpful throughout our house buying process. She regularly updated our mortgage to reflect reduced rates where able. I could not recommend her enough!
This Adviser was exclusively helpful
This Adviser was exclusively helpful, approachable, and flexible, reflecting my individual needs, and his action was both professional and fast.
Buying a house
Myself and my partner were looking to buy a house but we had no idea where to start, especially with both of us being doctors which makes getting a mortgage a bit complicated with our contracts.
We met with Liz who was very knowledgeable and patient, talked us through every step and then went on to apply for the mortgage for us! She was always quick to respond to any questions no matter how silly they were.
Weâve now moved into our new house and Liz made the process so easy, we are very grateful for all her help and have already recommended her to friends!
Truly great experience
Truly great experience. Worked with Liz Trapp who was fantastic. Knowledgeable, friendly, helpful and easily responsive. Helped us to sort our mortgage and insurances needed. Highly recommended!
Louise Reading Louise was absolutelyâŠ
Louise Reading was absolutely amazing throughout the whole process. She was incredibly patient and took the time to clearly explain all of my different insurance options in a way that was easy to understand, even without a finance background.
She responded very quickly to any questions I had and always explained things in detail without making it feel overwhelming. I genuinely felt supported and well-informed every step of the way.
I would highly recommend Louise to anyone looking for professional, knowledgeable, and approachable advice.
Liz Trapp has been absolutelyâŠ
Liz Trapp has been absolutely incredible in helping me secure my mortgage offer. She has been exceptionally thorough, patient, and responsive, always answering my (many, many) questions quickly and clearly. Her expertise and understanding of the financial circumstances specific to junior doctors was excellent, especially when dealing with variable income and locum work.
She has also been extremely helpful in advising on other areas such as income protection.
I genuinely can't recommend her enough and I am looking forward to working with her again in the future!
We had the pleasure of going throughâŠ
We had the pleasure of going through our mortgage application with Louise Reading who made the process easy to follow as first time buyers. She answered all questions we had promptly and comprehensively and wasn't fazed by less than full time medical work schedules etc. Would definitely recommend.
Highly recommend!
Easy, clear communication, and very helpful. My mortgage advisor was Liz Trapp and she was very friendly and knowledgeable, able to answer all my questions and made me feel reassured in my decision to choose Legal and Medical. I am a first-time buyer and she walked me through the process and secured me a mortgage in principle very quickly, and the whole process was very smooth. Highly recommend :)
Fantastic service throughout
Louise has been amazing throughout the entire mortgage application process. As a first-time buyer the whole process felt quite overwhelming, but Louise took the time to talk me through all the steps and to make sure I understood the various different terms of my agreement. She also helped me get through a mortgage application before interest rates jumped, likely saving me lots of money in the long-term. I would recommend her services without hesitation. Thank you!
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