Alex Jarman was a gem from start to finish of our house purchase as green eyed doctors and first time buyers. He was patient, understood our situation with awkward time frames due to the nature of our... See more
Company replied
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
Created with AI, based on recent reviews
Legal & Medical Investments Ltd is a UK-based financial services company that specialises in providing financial advice and planning services to medical and dental professionals, to help create, grow and protect their financial wealth. Drawing on our financial expertise and in-depth knowledge of the NHS Pension Scheme, we’re here to help you achieve your desired lifestyle and the financial freedom you aspire to. Services Offered: Financial Planning: Comprehensive financial planning services tailored to individual needs, including retirement planning, investment strategies, and tax planning. Retirement Planning: Advice on pension schemes, including NHS pensions, and strategies to maximize retirement savings. Investment Management: Assistance with building and managing investment portfolios, ensuring alignment with clients' financial goals and risk tolerance. Tax Planning: Strategies to optimize tax efficiency, taking advantage of available allowances and reliefs. Protection Insurance: Recommendations for appropriate insurance coverage, such as life insurance, critical illness cover, and income protection. Estate Planning: Guidance on wills, trusts, and inheritance tax planning to ensure clients' estates are managed according to their wishes.
Floor 3 Cumberland House, Oriel Road, GL50 1BB, Cheltenham, United Kingdom
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Have used Legal and medical for income protection and mortgage broker. They have been very responsive and professional throughout the processes. They answer all my questions clearly for me.
Bethan was very helpful throughout and explained things in good detail. Highly recommend
Bethan was so supportive and helpful throughout the entire process of applying for our mortgage. She was easily contactable and worked quickly to get the best deal that suited our needs. As first time buyers we were pretty clueless but she guided us through the entire process and was particularly supportive when snags were hit along the way! Thank you Bethan, would definitely look to work with you again in future 😊
Liz Trapp has been incredibly helpful as our mortgage advisor. As first‑time buyers, she guided us through every step of the process with clarity and patience. She was flexible with meeting us after 5pm to fit around our work schedules and consistently went above and beyond. Thank you, Liz - we’re very grateful for your support.
Bethan Parfitt helped me with finding a tailored Mortgage Protection Policy that was perfect for me. After an initial consultation, I was presented with a range of comprehensive products that were throughly explained. I felt well informed at every stage in the process, highly recommend!
Very efficient and straightforward process from initial enquiries to completing mortgage and income protection applications. Bethan Parfitt was very patient explaining all the available options and proactive in alerting me when mortgage rates dropped and applying for the new changes. Availability was very good and it was easy to arrange follow ups. Communication was excellent. Would happily recommend and use again in the future.
Bethan Parfitt has been excellent from start to finish. From the start, she understood the complexities of getting a mortgage while working as a doctor.
She has been very comprehensive and accessible, helped us to understand the process as first time buyers and gave excellent advice at all times.
She has been easy to get in contact with and so helpful throughout our house buying process. She regularly updated our mortgage to reflect reduced rates where able. I could not recommend her enough!
This Adviser was exclusively helpful, approachable, and flexible, reflecting my individual needs, and his action was both professional and fast.
Myself and my partner were looking to buy a house but we had no idea where to start, especially with both of us being doctors which makes getting a mortgage a bit complicated with our contracts.
We met with Liz who was very knowledgeable and patient, talked us through every step and then went on to apply for the mortgage for us! She was always quick to respond to any questions no matter how silly they were.
We’ve now moved into our new house and Liz made the process so easy, we are very grateful for all her help and have already recommended her to friends!
Truly great experience. Worked with Liz Trapp who was fantastic. Knowledgeable, friendly, helpful and easily responsive. Helped us to sort our mortgage and insurances needed. Highly recommended!
Louise Reading was absolutely amazing throughout the whole process. She was incredibly patient and took the time to clearly explain all of my different insurance options in a way that was easy to understand, even without a finance background.
She responded very quickly to any questions I had and always explained things in detail without making it feel overwhelming. I genuinely felt supported and well-informed every step of the way.
I would highly recommend Louise to anyone looking for professional, knowledgeable, and approachable advice.
Liz Trapp has been absolutely incredible in helping me secure my mortgage offer. She has been exceptionally thorough, patient, and responsive, always answering my (many, many) questions quickly and clearly. Her expertise and understanding of the financial circumstances specific to junior doctors was excellent, especially when dealing with variable income and locum work.
She has also been extremely helpful in advising on other areas such as income protection.
I genuinely can't recommend her enough and I am looking forward to working with her again in the future!
We had the pleasure of going through our mortgage application with Louise Reading who made the process easy to follow as first time buyers. She answered all questions we had promptly and comprehensively and wasn't fazed by less than full time medical work schedules etc. Would definitely recommend.
Easy, clear communication, and very helpful. My mortgage advisor was Liz Trapp and she was very friendly and knowledgeable, able to answer all my questions and made me feel reassured in my decision to choose Legal and Medical. I am a first-time buyer and she walked me through the process and secured me a mortgage in principle very quickly, and the whole process was very smooth. Highly recommend :)
Louise has been amazing throughout the entire mortgage application process. As a first-time buyer the whole process felt quite overwhelming, but Louise took the time to talk me through all the steps and to make sure I understood the various different terms of my agreement. She also helped me get through a mortgage application before interest rates jumped, likely saving me lots of money in the long-term. I would recommend her services without hesitation. Thank you!
We worked with Louise Reading to secure a mortgage as first time buyers - she was fantastic throughout the process. She responded immediately and was always only a phone call or email away. She took time to explain our options clearly and was always more than happy to answer questions. She didn't bat an eyelid about several hiccups (from us and our solicitor) and was able to resolve them with no issue. As an NHS doctor who was moving from an academic fellow role to a training programme I was worried about being able to access a mortgage but Louise was able to find us a great mortgage with no stress on our end. I would (and have) recommended her to friends and family.
Louise was our mortgage advisor and broker. The entire process was very professional and made very simple with good communication and response time.
They got in touch with me quickly. The process was conducted in a very open and clear way. I could always be able to ask questions and get answers to them. In particular, I want to thank to Liz Trapp, she is an amazing advisor. Very precise, very professional... She handled our case with attention and sorted out.
We received a recommendation to use Legal and Medical for mortgage advice, and have been very impressed by the help received by Liz. She responds to us swiftly and is always able to answer any questions we may have. No concerns at all!

Reply from Legal and Medical Investments Ltd
We had a great experience with Louise who made remortgaging stress-free and easy. She was always swift at replying and able to action even last minute product changes with no hassle. Would highly recommend!

Reply from Legal and Medical Investments Ltd
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.