1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Gloucestershire
  8. breadcrumb-arrow
  9. Cheltenham
  10. breadcrumb-arrow
  11. Legal and Medical Investments

Legal and Medical Investments

Independent Financial Adviser  3 Prinbox Works, Cheltenham, Gloucestershire, GL50 2UX
check
FCA authorised
Last authorised 2nd August 2021
Specialists in providing tailored impartial financial advice and investment planning solutions to medical and dental professionals throughout the UK.
We can advise you on
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Offshore investments
check
Unit trusts
check
Savings for children
Meet our advisers
MR Andrew Morgan
MR Malcolm Norris
Ms Kirsty McGaun BA (HONS)
Ifa
Mr Max Spurgeon BSC (HONS)
Director
MR Raj Passi Dip PFS
Ifa
MRS Jocelyn Major MIFS DipFA
Ifa
Mr Andrew Carr
Ifa
MR Richard Major
Director
Miss Christine Holme
Ifa
Ms Mireille Aston BSC HONS DIPPFS
Ifa
About us

Established in 1998, Legal & Medical Investments advises and guides doctors and dentists on their financial affairs throughout their career.

From GPs, hospital doctors and locums to surgeons, consultants and dentists, we help medical and dental professionals to not only secure their own financial future but those of their family and business too.

Call or email Legal & Medical Investments for a free no obligation initial consultation.

Our services

Our team of highly skilled and experienced IFAs are all fully qualified experts in their field with specialist knowledge of the NHS system, the NHS Pension Scheme and its benefits.

We can help you reach your personal and business financial goals and ensure your long-term financial security by designing and continually reviewing a comprehensive, individually tailored financial plan that draws upon products from the whole of the financial market.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

3 Prinbox Works, Saddlers Lane, Tivoli Walk, Cheltenham, Gloucestershire, GL50 2UX

Similar advisers near you

Jalapeno UK Limited
Independent Financial Adviser 0.3 mi
Everyone's needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Jalapeno (UK) Limited approach.
 
See profile
Neil Dixon at True Potential Weath Management
Restricted - whole of market 0.56 mi
A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
 
See profile
Beesure Financial Planning Ltd
Independent Financial Adviser 0.57 mi
Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
 
See profile
RockWealth LLP
Independent Financial Adviser 0.61 mi
Financial planning sits at the core of everything we do for our clients.
 
See profile