Legal and Medical Investments Ltd Reviews 

48
TrustScore 5 out of 5

4.8

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Review summary

Created with AI, based on recent reviews

Looking at 38 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently highlight the exceptional staff members for their friendly demeanor, professional attitude, and deep knowledge when handling complex financial products. Reviewers frequently mention that advisers take extra time to explain every single step clearly, making the entire procedure feel completely straightforward. Some reviewers were happy with the prompt communication and efficient service that made remortgaging entirely stress-free and smooth. People also appreciated the tailored support and flexible scheduling designed perfectly to accommodate demanding medical work hours. Consumers noted that advisers provided invaluable guidance while successfully securing great deals on mortgages and various protection policies.

What people talk about most

Staff

People report positive experiences with staff, highlighting advisors who are consistently supportive,... See more

Service

Consumers find service to be positive and deeply appreciate the helpful advisors who guide them through... See more

Customer service

Users describe positive interactions with customer service, noting that staff are consistently responsive,... See more

Response time

Customers had positive experiences with response time, highlighting a consistently prompt and professional... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

Our adviser Liz Trapp helped us in purchasing our first home and made sure we knew exactly what was going on every step of the way by explaining things clearly. Liz was instrumental in securing life c... See more

Company replied

Rated 5 out of 5 stars

Sophie Hodson is our mortgage advisor and has been for a few years now. She is amazing! So friendly, organised and helpful! We were lost as first time buyers until Sophie came along and made the whole... See more

Company replied

Rated 5 out of 5 stars

I had a fantastic experience with Sophie Hodson. I found her to be very responsive, professional and kind. She takes the time to explain things to you which is paramount when you are a first time... See more

Company replied


Company details

  1. Financial Consultant
  2. Investment Service
  3. Mortgage Broker

Written by the company

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.


Contact info

4.8

Excellent

TrustScore 5 out of 5

48 reviews

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No recent history of asking for reviews

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4.8

All reviews

(48)

30 reviews in the last 12 months

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Rated 5 out of 5 stars

Bethan was so supportive and helpful…

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 😊

August 4, 2026
Unprompted review
Rated 5 out of 5 stars

Great

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.

August 4, 2026
Unprompted review
Rated 5 out of 5 stars

Mortgage Protection

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!

July 1, 2026
Unprompted review
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Rated 5 out of 5 stars

Dr TA

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.

July 30, 2026
Unprompted review
Rated 5 out of 5 stars

Excellent- specifically from Bethan Parfitt

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!

July 31, 2026
Unprompted review
Rated 5 out of 5 stars

Buying a house

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!

May 29, 2026
Unprompted review
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Rated 5 out of 5 stars

Truly great experience

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!

May 29, 2026
Unprompted review
Rated 5 out of 5 stars

Louise Reading Louise was absolutely…

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.

May 22, 2026
Unprompted review
Rated 5 out of 5 stars

Liz Trapp has been absolutely…

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!

May 6, 2026
Unprompted review
Rated 5 out of 5 stars

We had the pleasure of going through…

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.

March 23, 2026
Unprompted review
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Rated 5 out of 5 stars

Highly 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 :)

February 19, 2026
Unprompted review
Rated 5 out of 5 stars

Fantastic service throughout

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!

March 9, 2026
Unprompted review
Rated 5 out of 5 stars

Excellent experience 10/10

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.

February 10, 2026
Unprompted review
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Rated 5 out of 5 stars

Legal & Medical investments

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.

January 30, 2026
Unprompted review
Rated 5 out of 5 stars

Great mortgage advice

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!

January 29, 2026
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Thank you for your kind review! We’re so pleased Liz has been able to support you so effectively and answer your questions promptly. It’s great to hear you’ve had such a positive experience, and we really appreciate the recommendation.

Rated 5 out of 5 stars

Louise was fab!

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!

January 24, 2026
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Thank you for your great review! We’re delighted Louise was able to make your remortgage smooth and stress-free, even with last-minute changes. We really appreciate your recommendation and will be sure to pass on your kind feedback to her.

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