Our Financial Advisers

Meet Our Team Of Advisers

Legal & 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.

Liz

Liz

Nationwide
Kirsty

Kirsty

West England
Greg

Greg

Wales and Nationwide
Jocelyn

Jocelyn

West England and Wales
Alex

Alex

Nationwide and the Midlands
Dan

Dan

Wales and West England
Owen

Owen

South Coast
Roy

Roy

Nationwide and West England
Peter

Peter

London & South East
Richard

Richard

West England and Wales
Mireille

Mireille

Midlands
Rickie

Rickie

South West and Nationwide
Mike

Mike

Midlands
Christine

Christine

Wales
Malcolm

Malcolm

Wales and West England
Max

Max

Midlands
Raj

Raj

Wales and West England
Martin

Martin

West England
Nigel

Nigel

South Coast
Harry

Harry

Nationwide and South West
Greg

Greg

Nationwide and Wales
Paul

Paul

Midlands
Marc

Marc

South West
Felix

Felix

South West and Nationwide
Sophie

Sophie

Nationwide
Louise

Louise

Nationwide and South East
Tim

Tim

South West
Andrew

Andrew

Wales and West England

Liz Trapp

Mortgage & Protection Adviser Area Covered: Nationwide

Liz has worked in financial services for over 6 years & specialises in Mortgages & Protection. Liz has worked for Legal & Medical since 2022 as a senior technical administrator before requalifying and joining the advisory team.

She is a qualified Mortgage & Protection advisor (Cert CII MP) and is nearing completion of her Diploma in Financial Planning (DIP PFS).

Liz lives in Gloucestershire with her Fiancé. In her spare time, she enjoys gardening and getting out on two wheels whenever possible.

Something you will never hear Liz say: Animals are annoying.