Legal Medical & Investments

Investment Company in Cheltenham, Gloucestershire
Investment Company in Cheltenham, Gloucestershire At Legal & Medical we specialise in providing financial advice to customers from the medical profession and other specialists seeking guidance on wealth and financial portfolio management. We've been advising customers for many years on all kinds of Savings, Investments and Pensions; Mortgages and Loans, and all kinds of Insurance. We currently have established a significant base of satisfied customers who benefit from our understanding of their circumstances and needs.

Contact Details

Address
62 Painswick Road
Cheltenham, Gloucestershire
GL50 2EU
Phone
Driving Directions

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Legal Medical & Investments
read moreWe're friendly, professional independent financial advisers (IFAs) who specialise in helping doctors and dentists 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.
About Us
read moreLegal & Medical's financial advisers offer a full range of independent financial planning, investment advice and wealth management services to doctors and dentists. Our advisers throughout the Midlands, South of England, Wales and Scotland know and understand your profession. Whether you're a GP, hospital doctor, locum, surgeon, consultant or dentist, we can help you reach your lifestyle goals and secure your long-term financial future. All our financial advisers have the required qualifications and specialist expertise to provide impartial financial planning and wealth management solutions specifically to medical and dental professionals.
Independent Financial Advisers
read moreLegal & Medical Investments is a team of 20 Independent Financial Advisers (IFAs) who provide specialist financial advice and wealth management services specifically to medical and dental professionals living and working in the UK. Sophie has worked at Legal & Medical for 13 years and specialises in mortgages and protection. She began working for the company as an administrator and progressed into office management, before qualifying in 2017 as an adviser. Sophie is used to regularly dealing with all medical professionals, from trainees through to consultants, dentists, and locums.
Retirement Planning for Doctors
read moreMany medical professionals believe that their NHS Pension is the solution to all their pension requirements. Whilst the NHS Pension Scheme certainly forms the backbone of our clients' retirement plans, supplementary planning may well be required, particularly in light of new changes. It can also have huge tax advantages. The NHS Pension Scheme provides a tax free lump sum and an index-linked pension that is service related. It also has a number of other benefits, including pensions for surviving partners, death in service benefits, allowances for dependent children and ill-health retirement.
Mortgage Advice for Medical & Dental
read moreWhether you're a first time buyer, a seasoned property owner or a buy-to-let investor, buying a property is likely to be the largest purchase you make in your life. From the vast array of options available, it's vital you have the right mortgage for you; not just based on the rate, but also on your individual requirements, the state of the current market at any given point, and the complexities of your profession. Various income factors including additional programmed activity and private practice need to be considered.
Specialist Financial Planning for
read moreIt's not just our specialist knowledge and expertise that makes us different; it's our values and behaviours too. We're personal and genuine, honest and thorough, professional and focused on you, as both an individual and a medical professional throughout your career and life. It's these unwavering principles that are embedded throughout our 6 step approach to turning your financial dreams into reality. At Legal & Medical, we believe in trust and transparency. During your free, no obligation initial consultation, your L&M financial adviser will explain the various payment options, discuss with you which route is best for you and which you're most comfortable with.
Investment & Saving Advice for
read moreThere's a bewildering array of investment and savings products to choose from. Which ones are right for you as a medical or dental professional will depend on 3 core factors. Your answers to these questions will determine what strategy and portfolio is right for you, your individual needs and circumstances. With an investment and savings portfolio that's specific to your unique needs and your profession as a medic, you and your family can live the lifestyle you want to lead now and generate a tax efficient wealth in the future.
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