Legal & Medical Investments Ltd

Independent Financial Adviser  11 Parsonage Court, Somerset, BS20 6PH
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FCA authorised
Last authorised 6th December 2021
Fully qualified, specialist financial advisers offering unbiased, independent advice on the NHS Pension Scheme and your whole finances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Sharia finance
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Long term care
Meet our advisers
MS Kirsty McGaun
Independent Financial Adviser
About us

At Legal & Medical we offer a full range of independent financial planning, investment advice and wealth management services to doctors and dentists.

Our advisers throughout the Midlands, South of England and Wales know and understand your profession. Whether you’re a GP, hospital doctor, locum, surgeon, consultant or dentist, we can help you reach your lifestyle goals and secure your long-term financial future.

Our services

We bring clarity and reassurance to you throughout your career. Our specialist experience means we can translate the numerous changes to the NHS Pension scheme, other pensions, mortgages, tax, protection, investments, markets, savings, school fees planning and any other aspect of your finances into what it means for you. We then help you to plan and make the most of opportunities and to lessen the difficult times.
We aim to make your money work for you to achieve the life you want, when you want it.
We also offer continuity of adviser for as long as you wish.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

11 Parsonage Court, Portishead, Somerset, BS20 6PH

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