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
Louise

Louise

Nationwide and South East
Sophie

Sophie

Nationwide
Alex

Alex

Nationwide and the Midlands
Felix

Felix

South West and Nationwide
Greg

Greg

Nationwide and Wales
Harry

Harry

Nationwide and South West
Roy

Roy

Nationwide and West England
Rickie

Rickie

South West and Nationwide
Greg

Greg

Wales and Nationwide

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.