What We Do at Legal & Medical

Legal & Medical financial advisers offer a full range of independent investment advice and wealth management services to help doctors and dentists with their financial planning.

Whether you’re just starting out in your career or looking to retire, we can help you reach your goals and ensure your long-term financial security.

Investments & Savings

We focus on creating a portfolio that is suited to your unique needs, enabling you to generate a tax efficient wealth in the future.

From ISAs to unit trusts and investment bonds, from regular to lump sum investments, we look at all the options available to you. Find out more

Retirement Planning

Retirement Planning with Legal & MedicalWhen it comes to pensions, the complexity and array of choice can be daunting. Yet, you need to make an informed decision to secure your financial future in retirement.

With our in-depth knowledge and wealth of experience regarding the NHS Pension Scheme, personal pensions and SIPPs your L&M financial adviser can help you determine the best course of action for you and your loved ones. Find out more

Protection

At Legal & Medical, we’ll help you protect yourself and your family against the unexpected. 

From life assurance, critical illness cover and income protection to locum insurance and practice insurance, solutions will be tailored to suit your individual needs so that you can relax in the knowledge that you, your dependents and your business are covered. Find out more

Mortgages

Mortgage Advice for Doctors & Dentists from Legal & Medical Independent Financial AdvisersAs Independent Financial Advisers (IFAs) we are not tied to any particular lender. 

Not only is our mortgage advice impartial, we also have access to the whole financial market, including deals which may not be available on the high street. Find out more

Tax Planning

Tax, unfortunately, is an unavoidable part of life so it makes sense to ensure you are only paying what you owe and not what you don’t!

Legal & Medical’s basic, advanced and inheritance tax planning advice will help you maximise and make use of the tax allowances available to you. Find out more

Wills

By having a will you will be ensuring that your family's needs are met according to your wishes. A will can help you mitigate inheritance tax, ensure a guardian is appointed for your children and that your personal belongings, wealth and assets are passed on to designated family members or beneficiaries. 

For more information on wills, contact us or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Free, No Obligation ConsultationFree Financial Consultation with Legal & Medical
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
 
Legal & Medical offer a free, no obligation consultation of up to 2 hours in length. Our financial advisers are available to meet in person or, if you would prefer, it is possible to hold a consultation over the telephone.

To find out more about the financial planning and wealth management services Legal & Medical offer, contact us today or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

The Financial Services Authority do not regulate Banking, Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.

The tax reliefs referred to throughout this website are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.