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.
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 process easy and we trust her! Would definitely recommend

Reply from Legal and Medical Investments Ltd
I had an excellent experience with Louise Reading, I couldn’t recommend her highly enough. She has an exceptionally high level of knowledge and expertise, which was clear from the very beginning. She took the time to fully understand my situation and explained all the options in a clear and detailed way, making what could have been a complicated process feel straightforward and stress-free.
She was very professional throughout and gave me real confidence that I was choosing the right cover. She was always responsive whenever I had questions, and I never once felt rushed or pressured into making a decision.
If you’re looking for an advisor with a genuine commitment to acting in your best interests, I wouldn’t hesitate to recommend her.

Reply from Legal and Medical Investments Ltd
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 cover for us with the best provider which suited our needs. Thanks Liz!

Reply from Legal and Medical Investments Ltd
I had an excellent experience with Louise Reading at Legal and Medical Investments Ltd. She was efficient, quick to respond, and always ready with helpful tips that made the mortgage process simple and stress-free. I really appreciated her professionalism and clear communication—highly recommend!

Reply from Legal and Medical Investments Ltd
Excellent service.
I have been dealing with Louise Reading for a few years now, and I would not go to anybody else. She is fiercely organised, efficient, reliable and knowledgeable. I've been particularly appreciative of her non-judgemental approach when I've been in a tricky financial spot. She is what I wish all people in the industry were like and would not hesitate to recommend her.

Reply from Legal and Medical Investments Ltd
Louise Reading has been excellent throughout two mortgage applications. She is always on hand, able to answer any questions expertly and produces results with incredible efficiency. She has helped us navigate a complex house purchase ensuring we got the best deal available to us. We would highly recommend.

Reply from Legal and Medical Investments Ltd

Reply from Legal and Medical Investments Ltd
Alex was unbelievably helpful
Can't rate their service highly enough
We have been using Legal and Medical for a couple of years now and have always been very happy with the service. Most recently, Sophie advised us through a house move, which was smoothly handled despite complexities including training contracts and maternity leave. We appreciated being kept well informed, with communication always prompt and clear. Sophie was professional yet personable, and we wouldn’t hesitate to recommend.
We had Sophie Hodson carrying out our remortgage and we could not be happier with the service she provided throughout. She was very quick in all communication, answered all our queries and got us an amazing new rate. She was very reassuring throughout the process, as I had concerns regarding the mortgage as I was locumming at the time, but Sophie was able to work around this without any problems. She was also incredibly friendly and always lovely to talk to. Can’t recommend her enough.
Also met with Rickie Kovacs for financial advice whilst locumming and he was excellent and gave me a number of options for long term financial security. Everything was sorted very efficiently and I felt very comfortable with the advice he gave me. He was also very friendly and made the whole process very easy.
Can fully recommend Legal and Medical and look forward to continuing to use their services in the future.

Reply from Legal and Medical Investments Ltd
I've been delighted with my experience of working with Liz Trapp at Legal and Medical. She's helped me to secure a great mortgage deal and also reviewed and updated my income protection. Liz is professional, personable and punctual. I feel very safe in her hands.

Reply from Legal and Medical Investments Ltd
Sophie Hodson has been so supportive, helpful and pleasant to chat to throughout our first time buying a house and applying for a mortgage. She made the buying process so much simpler, understandable and we trusted we were in great hands. Thank you, Sophie!

Reply from Legal and Medical Investments Ltd
This has been our first experience with a financial adviser and we couldn't be more happy that our friends recommended Alex Jarman at Legal & Medical.
From the start he's been just excellent in all senses - explaining complex financial products in an easy to understand way and always advocating in our best interests. As first time buyers that's been invaluable!
We've learnt so much already from Alex - we trust him entirely and couldn't recommend him highly enough!

Reply from Legal and Medical Investments Ltd
Alex Jarman has been a fantastic adviser. He has always been very responsive even at short notice and supportive throughout our meetings. I would fully recommend this service.

Reply from Legal and Medical Investments Ltd
Louise Reading was a fantastic mortgage advisor, who tailored her advice and input well to my individual needs as a doctor. Would highly recommend!
Best Wishes, Dr Sahan Samaraweera

Reply from Legal and Medical Investments Ltd
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 work, gave us invaluable advice every step of the way even when we needed urgent assistance in out of office hours. Great guy!!! Will definitely recommend.

Reply from Legal and Medical Investments Ltd
Alex Jarman has been invaluable throughout our process of pursuing a mortgage. He is very professional, supportive and knowledgeable. Could not recommend more !

Reply from Legal and Medical Investments Ltd
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 buyer.
She was patient with my house purchase journey which included a sale that fell through along the way.
I couldn't have hoped for a better experience. Sophie is simply amazing !

Reply from Legal and Medical Investments Ltd
I've met with Alex Jarman who helped me buy my first property. He's been kind and professional throughout, flexible with timings and has followed up with me when he said he would. He is aware of doctor specific financial differences. I appreciated his attention to detail with mortgage offers and expiry dates which actually pushed through my purchase at the end. I would recommend him to anyone new to the process or who would like ongoing financial advice.

Reply from Legal and Medical Investments Ltd
I met with Alex Jarman twice, once for more general advice around financial planning including insurance policies and then a second time for a detailed discussion of my pension which I did not feel confident I understood. On both occasions Alex was excellent - highly knowledgeable, clear, professional and well attuned to my specific situation. He followed up with an email detailing the next steps I should take. There was no hard sell of any kind and no charge just clear information from a reliable source. I was very impressed and would recommend them to any doctor.

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.