How We Work at Legal & Medical

Legal & Medical provide a bespoke personal finance advice and planning service dedicated to the needs of the medical and dental profession. 

We navigate through the various stages of planning, placing and managing your financial portfolio, ensuring you feel 100% comfortable and confident with every decision made along the way.

By operating on a strictly independent basis, the advice we give you will be completely unbiased, based on our specialist expertise and ability to locate, from the entire market, the most suitable product(s) for you, your family and your business.

Your Current Portfolio

It is important that we look at your entire financial portfolio as it stands today. Is it performing as it should be? Does it provide the right cover for you and your business? Is it helping you achieve your goals today? Is it going to enable you to do what you want to do in the future?

Your Lifestyle & Ambitions

Your needs and aspirations will shape your financial plan. Your L&M financial adviser will establish with you the resources you want to use to achieve them.

Your Attitude to Risk

Attitude to risk is an essential consideration when establishing what investments, mortgage, protection and insurance you need, that you're comfortable with and that suit your individual circumstances.

Planning Your Financial Portfolio

At Legal & Medical, we will design an individually tailored financial plan for you, drawing upon products from the whole of the financial market to give you the best value, the right investments, the right mortgage, the right cover, the right pension for you.

Monitoring & Managing Your Portfolio

Because we take a long term view to our relationship with you, your L&M adviser will carry out regular reviews of your financial portfolio to ensure that all its aims are kept on track and any changes in your circumstances, the political or economic environment are reflected in your portfolio.

They will provide an ongoing service and continued support so that you have the confidence and peace of mind you need, knowing that you have made the right investment decisions for you, your family and your business.

Contact Us

For a free, no obligation initial consultation, contact us today to arrange a meeting at a time and place convenient for you or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it