Legal and Medical Investments Ltd レビュー 

53
•
TrustScore 5段階評価の5

4.8

レビューはレビュアーの個人的な意見であるため、特定の記載内容を検証することはありません。ただし、ビジネス上の取引が行われたことを確認できた場合、レビューに「確認済み」のラベルを付ける場合があります。詳細はこちら

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レビュアーのコメントを見てみましょう

5つ星のうち5の評価

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

5つ星のうち5の評価

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

5つ星のうち5の評価

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

5つ星のうち5の評価

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

  1. 金融コンサルタント
  2. ・
  3. 住宅ローン代理店
  4. 投資サービス

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

4.8

優良

TrustScore 5段階評価の5

53件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

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4.8

すべてのレビュー

(53)

過去12か月のレビュー数: 28件

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5つ星のうち5の評価

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.

2025年8月15日
自発的なレビュー
Legal and Medical Investments Ltd ロゴ

Legal and Medical Investments Ltd からの回答

Dear Olamide, Thank you for your wonderful feedback! We’re delighted Alex was able to guide you through your first home purchase with patience and clear advice, even around your busy schedules. We’ll be sure to share your kind words with him — your recommendation means a lot.

5つ星のうち5の評価

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 !

2025年9月4日
自発的なレビュー
Legal and Medical Investments Ltd ロゴ

Legal and Medical Investments Ltd からの回答

Dear Lisa, Thank you for your wonderful feedback! We’re delighted Alex was able to support you through the purchase of your home. We’ll be sure to share your kind words with him — your recommendation means a lot.

5つ星のうち5の評価

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 !

2025年9月1日
自発的なレビュー
Legal and Medical Investments Ltd ロゴ

Legal and Medical Investments Ltd からの回答

Thank you for your fantastic review! We’re so pleased Sophie was able to support you so patiently through your first home purchase and explain everything clearly along the way. We’ll be sure to pass on your kind words — she’ll be delighted!

5つ星のうち5の評価

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.

2025年8月21日
自発的なレビュー
Legal and Medical Investments Ltd ロゴ

Legal and Medical Investments Ltd からの回答

Dear Jo, thank you for sharing your experience! We’re delighted to hear how Alex supported you with your first property purchase and kept everything on track right through to completion. His flexibility and understanding of the unique financial circumstances doctors face make him such a valuable adviser. We’ll pass on your kind words — he’ll be thrilled to know his attention to detail made a real difference.

5つ星のうち5の評価

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.

2025年8月14日
自発的なレビュー
Legal and Medical Investments Ltd ロゴ

Legal and Medical Investments Ltd からの回答

Dear Hugh, thank you for your thoughtful review! We’re so pleased Alex was able to give you clear, professional advice on both your pension and wider financial planning, and that you felt supported without any pressure. It’s great to hear you left feeling confident about the next steps — we’ll be sure to pass on your kind words to Alex.

5つ星のうち5の評価

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.

2025年8月15日
自発的なレビュー
Legal and Medical Investments Ltd ロゴ

Legal and Medical Investments Ltd からの回答

Dear Dr Mihailidis, thank you for such a detailed and generous review! We’re delighted to hear Alex has been able to support you with clear, professional guidance across all aspects of your financial planning. It’s great to know you’ve found his advice trustworthy, responsive and tailored to your priorities. We’ll be sure to share your kind words with Alex — your strong recommendation means a lot.

5つ星のうち5の評価

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!

2025年3月7日
自発的なレビュー
Legal and Medical Investments Ltd ロゴ

Legal and Medical Investments Ltd からの回答

Dear Tom, thank you for your kind words! We’re so pleased Sophie was able to make your first-time buyer journey easier by working flexibly around your busy schedules and guiding you through the whole process. We’ll be sure to share your feedback with her — she’ll be delighted!

5つ星のうち5の評価

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.

2025年2月14日
自発的なレビュー
5つ星のうち5の評価

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!

2024年9月1日
自発的なレビュー
5つ星のうち5の評価

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.

2024年11月5日
自発的なレビュー
5つ星のうち5の評価

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.

2024年11月4日
自発的なレビュー
5つ星のうち5の評価

Outstanding support and advice

Outstanding support and advice. Very responsive and friendly

2024年5月2日
自発的なレビュー
Legal and Medical Investments Ltd ロゴ

Legal and Medical Investments Ltd からの回答

Hi James, thank you for your review. We look forward to supporting you further, in the future.

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