Legal & Medical Investments

Welcome to Legal & Medical Investments, a trusted provider of specialist independent financial advice for doctors and dentists. Our dedicated team of financial advisers is committed to helping you take your first steps to financial freedom, grow and feed your finances, protect your assets and loved ones, and ultimately achieve your financial dreams.

At Legal & Medical Investments, we understand the unique financial challenges and opportunities that come with being a medical professional. That's why we offer a comprehensive range of financial services tailored to meet your specific needs and goals.

Our Approach

Our approach to financial advice is built on a foundation of trust, integrity, and expertise. We believe in taking the time to get to know you, your financial situation, and your aspirations for the future. This enables us to provide you with personalised financial advice that is both practical and effective.

We pride ourselves on our ability to explain complex financial concepts in simple, easy-to-understand terms. This ensures that you have a clear understanding of the financial strategies we recommend and the role they play in helping you achieve your financial goals.

Our Advisers

Our team of financial advisers is made up of experienced professionals who are dedicated to helping doctors and dentists make the most of their finances. Each of our advisers has a deep understanding of the NHS Pension Scheme and the financial landscape for medical professionals.

At Legal & Medical Investments, we believe that ongoing professional development is essential to providing the best possible financial advice. That's why our advisers regularly participate in training and development opportunities to stay up-to-date with the latest financial strategies and products.

Our Services

At Legal & Medical Investments, we offer a comprehensive range of financial services designed to help doctors and dentists create, grow, and protect their financial wealth. Our services include:

• Investments: We offer a range of investment solutions designed to help you grow your wealth and achieve your financial goals. Our investment strategies are tailored to your risk tolerance and investment horizon.

• Retirement Planning: We can help you plan for a comfortable and secure retirement. Our retirement planning strategies take into account the unique features of the NHS Pension Scheme and other pension schemes available to doctors and dentists.

• NHS Pension Planning: We specialise in providing financial advice related to the NHS Pension Scheme. Our advice can help you make the most of your NHS pension and ensure that it forms part of a comprehensive retirement planning strategy.

• Protection: We offer a range of protection solutions designed to safeguard your assets and those you love. Our protection strategies include life insurance, critical illness cover, and income protection.

• Mortgages: We offer a range of mortgage solutions designed to meet the needs of doctors and dentists. Our mortgage advice takes into account your employment status, income, and other financial factors.

• Tax Planning: We can help you minimise your tax liability and make the most of your hard-earned income. Our tax planning strategies are tailored to your individual financial situation.

• Wills: We can help you create a will that ensures your assets are distributed according to your wishes. Our will writing services take into account your family situation, financial situation, and other relevant factors.

Book a Free Initial Health Check of Your Finances

Take the first step towards financial freedom by booking a free initial health check of your finances with Legal & Medical Investments. During this health check, one of our experienced financial advisers will review your current financial situation and provide you with practical advice on how to grow and protect your wealth.