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... もっと見る
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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... もっと見る
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 ‘stupid’ questions! She got me a better deal than my previous advisor, advised me when the rates had dropped and even th... もっと見る
企業情報
当該企業による記述
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
Floor 3 Cumberland House, Oriel Road, GL50 1BB, Cheltenham, 英国
- 02031 671607
- enquiry@legalandmedical.co.uk
- www.legalandmedical.co.uk
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Impressive work
Alex Jarman was a gem from start to finish of our house purchase as green eyed doctors and first time buyers. He was patient, understood our situation with awkward time frames due to the nature of our work, gave us invaluable advice every step of the way even when we needed urgent assistance in out of office hours. Great guy!!! Will definitely recommend.

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Alex Jarman has been invaluable…
Alex Jarman has been invaluable throughout our process of pursuing a mortgage. He is very professional, supportive and knowledgeable. Could not recommend more !

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I had a fantastic experience with…Sophie Hodson
I had a fantastic experience with Sophie Hodson. I found her to be very responsive, professional and kind. She takes the time to explain things to you which is paramount when you are a first time buyer.
She was patient with my house purchase journey which included a sale that fell through along the way.
I couldn't have hoped for a better experience. Sophie is simply amazing !

Legal and Medical Investments Ltd からの回答
Alex Jarman
I've met with Alex Jarman who helped me buy my first property. He's been kind and professional throughout, flexible with timings and has followed up with me when he said he would. He is aware of doctor specific financial differences. I appreciated his attention to detail with mortgage offers and expiry dates which actually pushed through my purchase at the end. I would recommend him to anyone new to the process or who would like ongoing financial advice.

Legal and Medical Investments Ltd からの回答
Would strongly recommend any doctor meet one of their advisors
I met with Alex Jarman twice, once for more general advice around financial planning including insurance policies and then a second time for a detailed discussion of my pension which I did not feel confident I understood. On both occasions Alex was excellent - highly knowledgeable, clear, professional and well attuned to my specific situation. He followed up with an email detailing the next steps I should take. There was no hard sell of any kind and no charge just clear information from a reliable source. I was very impressed and would recommend them to any doctor.

Legal and Medical Investments Ltd からの回答
Excellent, personalised, and professional service.
The service received from Alex Jarman at Legal and Medical Investments Ltd has been nothing short of exceptional. As someone relatively new to investing, it has been invaluable to have a trustworthy, knowledgable, and reliable advisor. He has been most professional and always willing to help, no matter what the financial issues to hand, with all aspects of financial planning in both the short and long-term, whilst always taking into consideration our personal financial priorities in life in general. He has always been very quick at replying to emails and excellent at communicating in general with an abundance of patience. I could not more strongly recommend someone who can offer an unbiased service to help grow stability in one's financial future.

Legal and Medical Investments Ltd からの回答
Amazing work - FtB Doctor Couple
As a doctor couple, navigating the first time buyer process was made so much better with the support of Sophie Hodson at Legal and Medical! She recognised our situation, understood it immediately, recognised that we were often time-poor and would regularly meet with us at short notice outside of 'normal working hours.'
Having Sophie's guidance and support throughout the process was invaluable, and she was able to act on our behalf, maintaining momentum throughout the process during our busier periods of on-calls.
Couldn't recommend higher, thanks Sophie!

Legal and Medical Investments Ltd からの回答
Great experience
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.
FY1 first time buyer - amazing experience with L&M!
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!
Very happy client
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.
Five Star Service!
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.
Outstanding support and advice
Outstanding support and advice. Very responsive and friendly

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