Legal and Medical Investments

Independent Financial Adviser  3 Prinbox Works, Cheltenham, Gloucestershire, GL50 2UX
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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
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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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
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    Online (Live chat, video, email)
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    Face to face

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

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