Legal and Medical Investments Ltd レビュヌ 

53
•
TrustScore 5段階評䟡の5

4.8

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レビュアヌのコメントを芋おみたしょう

5぀星のうち5の評䟡

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... もっず芋る

5぀星のうち5の評䟡

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... もっず芋る

5぀星のうち5の評䟡

Really smooth process. Bethan was my advisor, very knowledgeable and adaptable as we went through the whole process. Would definitely go to again

5぀星のうち5の評䟡

Liz Trapp was very helpful and knowledgable and made me feel like there were no ‘stupid’ questions! She got me a better deal than my previous advisor, advised me when the rates had dropped and even th... もっず芋る

䌁業情報

  1. 金融コンサルタント
  2. ・
  3. 䜏宅ロヌン代理店
  4. 投資サヌビス

圓該䌁業による蚘述

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.


連絡先

4.8

優良

TrustScore 5段階評䟡の5

53件のレビュヌ

5぀星
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3぀星
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1぀星

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この䌁業は最近、顧客にレビュヌを䟝頌しおいないため、レビュヌが党䜓の意芋を反映しおいない可胜性がありたす。

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4.8

すべおのレビュヌ

(53)

過去12か月のレビュヌ数: 28ä»¶

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5぀星のうち5の評䟡

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.

2026幎9月29日
自発的なレビュヌ
5぀星のうち5の評䟡

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 can’t recommend her highly enough.

2026幎10月2日
自発的なレビュヌ
5぀星のうち5の評䟡

Recommend Liz at L&M

Liz Trapp was very helpful and knowledgable and made me feel like there were no ‘stupid’ 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.

2026幎8月14日
自発的なレビュヌ
5぀星のうち5の評䟡

Bethan was so supportive and helpful


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 😊

2026幎8月4日
自発的なレビュヌ
5぀星のうち5の評䟡

Great

Liz Trapp has been incredibly helpful as our mortgage advisor. As first‑time 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 - we’re very grateful for your support.

2026幎8月4日
自発的なレビュヌ
5぀星のうち5の評䟡

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!

2026幎7月1日
自発的なレビュヌ
5぀星のうち5の評䟡

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.

2026幎7月30日
自発的なレビュヌ
5぀星のうち5の評䟡

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!

2026幎7月31日
自発的なレビュヌ
5぀星のうち5の評䟡

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.

We’ve 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!

2026幎5月29日
自発的なレビュヌ
5぀星のうち5の評䟡

Louise Reading Louise was absolutely


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.

2026幎5月22日
自発的なレビュヌ
5぀星のうち5の評䟡

Liz Trapp has been absolutely


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!

2026幎5月6日
自発的なレビュヌ
5぀星のうち5の評䟡

We had the pleasure of going through


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.

2026幎3月23日
自発的なレビュヌ
5぀星のうち5の評䟡

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 :)

2026幎2月19日
自発的なレビュヌ
5぀星のうち5の評䟡

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!

2026幎3月9日
自発的なレビュヌ

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