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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Excellent experience 10/10
We worked with Louise Reading to secure a mortgage as first time buyers - she was fantastic throughout the process. She responded immediately and was always only a phone call or email away. She took time to explain our options clearly and was always more than happy to answer questions. She didn't bat an eyelid about several hiccups (from us and our solicitor) and was able to resolve them with no issue. As an NHS doctor who was moving from an academic fellow role to a training programme I was worried about being able to access a mortgage but Louise was able to find us a great mortgage with no stress on our end. I would (and have) recommended her to friends and family.
Louise was our mortgage advisor andâŠ
Louise was our mortgage advisor and broker. The entire process was very professional and made very simple with good communication and response time.
Legal & Medical investments
They got in touch with me quickly. The process was conducted in a very open and clear way. I could always be able to ask questions and get answers to them. In particular, I want to thank to Liz Trapp, she is an amazing advisor. Very precise, very professional... She handled our case with attention and sorted out.
Great mortgage advice
We received a recommendation to use Legal and Medical for mortgage advice, and have been very impressed by the help received by Liz. She responds to us swiftly and is always able to answer any questions we may have. No concerns at all!

Legal and Medical Investments Ltd ããã®åç
Louise was fab!
We had a great experience with Louise who made remortgaging stress-free and easy. She was always swift at replying and able to action even last minute product changes with no hassle. Would highly recommend!

Legal and Medical Investments Ltd ããã®åç
Sophie Hodson is our mortgage advisorâŠ
Sophie Hodson is our mortgage advisor and has been for a few years now. She is amazing! So friendly, organised and helpful! We were lost as first time buyers until Sophie came along and made the whole process easy and we trust her! Would definitely recommend

Legal and Medical Investments Ltd ããã®åç
I had an excellent experience withâŠ
I had an excellent experience with Louise Reading, I couldnât recommend her highly enough. She has an exceptionally high level of knowledge and expertise, which was clear from the very beginning. She took the time to fully understand my situation and explained all the options in a clear and detailed way, making what could have been a complicated process feel straightforward and stress-free.
She was very professional throughout and gave me real confidence that I was choosing the right cover. She was always responsive whenever I had questions, and I never once felt rushed or pressured into making a decision.
If youâre looking for an advisor with a genuine commitment to acting in your best interests, I wouldnât hesitate to recommend her.

Legal and Medical Investments Ltd ããã®åç
First time buyers
Our adviser Liz Trapp helped us in purchasing our first home and made sure we knew exactly what was going on every step of the way by explaining things clearly. Liz was instrumental in securing life cover for us with the best provider which suited our needs. Thanks Liz!

Legal and Medical Investments Ltd ããã®åç
excellent experience
I had an excellent experience with Louise Reading at Legal and Medical Investments Ltd. She was efficient, quick to respond, and always ready with helpful tips that made the mortgage process simple and stress-free. I really appreciated her professionalism and clear communicationâhighly recommend!

Legal and Medical Investments Ltd ããã®åç
Excellent service.
Excellent service.
I have been dealing with Louise Reading for a few years now, and I would not go to anybody else. She is fiercely organised, efficient, reliable and knowledgeable. I've been particularly appreciative of her non-judgemental approach when I've been in a tricky financial spot. She is what I wish all people in the industry were like and would not hesitate to recommend her.

Legal and Medical Investments Ltd ããã®åç
Expert, personal advice without delays
Louise Reading has been excellent throughout two mortgage applications. She is always on hand, able to answer any questions expertly and produces results with incredible efficiency. She has helped us navigate a complex house purchase ensuring we got the best deal available to us. We would highly recommend.

Legal and Medical Investments Ltd ããã®åç

Legal and Medical Investments Ltd ããã®åç
Alex was unbelievably helpful
Alex was unbelievably helpful
Can't rate their service highly enough
Great experience - recent house move
We have been using Legal and Medical for a couple of years now and have always been very happy with the service. Most recently, Sophie advised us through a house move, which was smoothly handled despite complexities including training contracts and maternity leave. We appreciated being kept well informed, with communication always prompt and clear. Sophie was professional yet personable, and we wouldnât hesitate to recommend.
Would 100% recommend Sophie to anybody looking for a mortgage
We had Sophie Hodson carrying out our remortgage and we could not be happier with the service she provided throughout. She was very quick in all communication, answered all our queries and got us an amazing new rate. She was very reassuring throughout the process, as I had concerns regarding the mortgage as I was locumming at the time, but Sophie was able to work around this without any problems. She was also incredibly friendly and always lovely to talk to. Canât recommend her enough.
Also met with Rickie Kovacs for financial advice whilst locumming and he was excellent and gave me a number of options for long term financial security. Everything was sorted very efficiently and I felt very comfortable with the advice he gave me. He was also very friendly and made the whole process very easy.
Can fully recommend Legal and Medical and look forward to continuing to use their services in the future.

Legal and Medical Investments Ltd ããã®åç
Excellent experience with Liz Trapp at Legal and Medical!
I've been delighted with my experience of working with Liz Trapp at Legal and Medical. She's helped me to secure a great mortgage deal and also reviewed and updated my income protection. Liz is professional, personable and punctual. I feel very safe in her hands.

Legal and Medical Investments Ltd ããã®åç
Sophie Hodson has been so supportive
Sophie Hodson has been so supportive, helpful and pleasant to chat to throughout our first time buying a house and applying for a mortgage. She made the buying process so much simpler, understandable and we trusted we were in great hands. Thank you, Sophie!

Legal and Medical Investments Ltd ããã®åç
Alex Jarman is a credit to Legal and Medical
This has been our first experience with a financial adviser and we couldn't be more happy that our friends recommended Alex Jarman at Legal & Medical.
From the start he's been just excellent in all senses - explaining complex financial products in an easy to understand way and always advocating in our best interests. As first time buyers that's been invaluable!
We've learnt so much already from Alex - we trust him entirely and couldn't recommend him highly enough!

Legal and Medical Investments Ltd ããã®åç
Fantastic service
Alex Jarman has been a fantastic adviser. He has always been very responsive even at short notice and supportive throughout our meetings. I would fully recommend this service.

Legal and Medical Investments Ltd ããã®åç
Fantastic Advisor
Louise Reading was a fantastic mortgage advisor, who tailored her advice and input well to my individual needs as a doctor. Would highly recommend!
Best Wishes, Dr Sahan Samaraweera

Legal and Medical Investments Ltd ããã®åç
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