About Legal & Medical (L&M) 

At Legal & Medical, we specialise in providing tailored financial advice and investment planning solutions to clients in the medical and dental professions. 

Established in 1998, we are today a team of 17 highly skilled and experienced Independent Financial Advisers (IFAs). 

Qualified & Experienced Financial Advisers

All L&M financial advisers have at least 10+ years professional experience in providing an individually tailored financial planning and wealth management service to doctors and dentists.

Fully qualified experts in our field, we offer superior standards of investment advice to each and every one of our clients. From GPs, hospital doctors and locums to surgeons, consultants and dentists, we advise and guide medical and dental professionals on their financial affairs throughout their career to not only secure their own financial future but those of their family and business too.

Specialist Knowledge & Financial Advice for Medical ProfessionalsSpecialist Knowledge & Advice

Because we specialise in advising medics, we know and understand your profession. We speak your language with an in-depth knowledge of the NHS system, its benefits and pension scheme, as well as your ever changing circumstances and the financial obstacles you face.

Trustworthy & Impartial 

By listening to you and identifying your financial and lifestyle needs and aspirations, both now and in the future, we provide you with the best possible, impartial advice and financial solution for your personal and professional circumstances.

We are not tied to any one provider. We’re completely independent with one underlying goal - to ensure you always have the right investment portfolio, the right cover, the right mortgage and the right retirement plans, at the right price, at the right time. It’s a service you can trust and rely upon, leaving you with complete confidence and peace of mind to focus on your career, family and friends.

Considered & Thorough 

At Legal & Medical, we know that the trust that you give us to help you plan for your future is often not easy to part with and it’s a responsibility we take very seriously. It requires from us careful, detailed consideration of all aspects of your financial well being to ensure that we highlight any particular protection needs, investment goals or tax saving opportunities that exist.

Personal & Caring at Legal & MedicalPersonable & Caring 

Just as we view all your finances and investments, we also take a long term view to our relationship with you. We treat all our clients as individuals with unique needs and requirements. We look after and care about you and your family. We take the time to get to know you as a person, your priorities, your ambitions, your aspirations and those of your loved ones.

Reliable, Committed & Efficient 

With Legal & Medical, you have access to the knowledge and skills of our specialist financial advisers local to you, together with the cost efficiencies, strength, experience and expertise of a national financial advisory network.

All our financial advisers and support staff are committed to excellence, providing you with a first class administrative and customer support service at all times.

Free, No Obligation Consultation

If you are a medical or dental professional and would like to find out how Legal & Medical can help you with all your financial planning and wealth management needs, contact us or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Legal & Medical Investments Ltd is authorised and regulated by The Financial Services Authority. FSA register (www.fsa.gov.uk/register/) number 185193.