Legal and Medical Investments Ltd Reviews 

48
TrustScore 5 out of 5

4.8

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

Review summary

Created with AI, based on recent reviews

Considering 36 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the dedicated staff for providing professional guidance and navigating tricky financial situations with exceptional patience and clarity. Advisors always take the necessary time to thoroughly explain every step of the mortgage process, making new buyers feel secure. Some people were satisfied with the swift communication and the reliable ability to handle awkward time frames seamlessly. Reviewers often mention that team members are consistently approachable, highly responsive, and ready to answer any questions quickly. Consumers feel truly supported and confident when securing their property deals alongside tailored protection policies.

What people talk about most

Staff

Consumers find staff to be exceptionally helpful, knowledgeable, and supportive throughout the mortgage and... See more

Service

Customers consistently note positive experiences with service, highlighting advisors who are helpful,... See more

Customer service

Users describe positive interactions with customer service, noting that representatives are responsive and... See more

Response time

Reviewers highlight positive aspects of response time, describing the service as consistently prompt and... 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

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 t... See more


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

5-star
4-star
3-star
2-star
1-star

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.

4.8

All reviews

(48)

30 reviews in the last 12 months

Write a review
Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Sophie Hodson is our mortgage advisor…

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

January 4, 2026
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Thank you for your lovely review! We’re so pleased Sophie has been able to support you over the years and guide you through your first home purchase so smoothly. It’s great to hear you felt confident and well supported — we’ll be sure to pass on your kind words.

Rated 5 out of 5 stars

I had an excellent experience with…

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.

January 5, 2026
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Thank you for such a thoughtful review! We’re delighted to hear Louise provided clear, professional guidance and took the time to fully understand your needs, making the process feel straightforward and stress-free. It’s great to know you felt confident and supported throughout — we’ll be sure to share your kind words with her. Your recommendation is very much appreciated.

Rated 5 out of 5 stars

First time buyers

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!

December 5, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Thank you for your lovely review! We’re so pleased Liz was able to guide you clearly through your first home purchase and help secure the right life cover for your needs. We’ll be sure to pass on your thanks — she’ll be delighted to hear this.

Rated 5 out of 5 stars

excellent experience

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!

September 10, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Thank you for your great review! We’re delighted to hear Louise made the mortgage process smooth and stress-free with her clear communication and quick support. We’ll be sure to pass on your kind words — your recommendation is much appreciated.

— The Legal & Medical team

Rated 5 out of 5 stars

Excellent service.

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.

October 23, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Hi Sandi,
Thank you for your lovely review! We’re so pleased to hear how well Louise has supported you over the years, especially during more challenging times. Her organised, knowledgeable and non-judgemental approach is something we value highly too. We’ll make sure she sees your kind words — your recommendation means a lot.

Rated 5 out of 5 stars

Expert, personal advice without delays

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.

September 30, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Johan,
Thank you for your kind review! We’re delighted Louise was able to support you through both mortgage applications and help you secure the best deal. Her efficiency and clear communication make such a difference, and we’ll be sure to pass on your feedback. We really appreciate your recommendation.

Rated 5 out of 5 stars

Very efficient

Very efficient, trustworthy and reliable!

October 8, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Thank you for your review! We really appreciate your feedback and are glad you’ve had such a positive experience with us.

Rated 5 out of 5 stars

Great experience - recent house move

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.

September 1, 2025
Unprompted review
Rated 5 out of 5 stars

Would 100% recommend Sophie to anybody looking for a mortgage

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.

February 1, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Hi Charlie, thank you for your wonderful review! We’re so pleased Sophie made your remortgage smooth and reassuring, and that Rickie was able to give you clear, practical advice for your long-term plans. We’ll pass on your kind words — they’ll be delighted. We really appreciate your recommendation and look forward to supporting you again in the future.

Rated 5 out of 5 stars

Excellent experience with Liz Trapp at Legal and Medical!

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.

September 28, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Nusrat, thank you for your kind words! We’re so pleased Liz was able to secure you a great mortgage deal and update your income protection. It’s wonderful to hear you felt supported and in safe hands throughout. We’ll be sure to share your feedback with Liz — she’ll be delighted!

Rated 5 out of 5 stars

Sophie Hodson has been so supportive

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!

September 28, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Bethan, Thank you for your lovely feedback! We’re delighted Sophie was able to make your first home purchase simpler and stress-free. It’s great to hear you felt supported and in safe hands throughout the process — we’ll be sure to pass your thanks on to Sophie.

Rated 5 out of 5 stars

Alex Jarman is a credit to Legal and Medical

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!

September 20, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Ed, Thank you for your kind review! We’re so pleased Alex was able to make your first experience with financial advice clear and supportive. It’s great to hear you felt informed and confident as first-time buyers — we’ll make sure Alex sees your feedback.

Rated 5 out of 5 stars

Fantastic service

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.

September 12, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Simon, Thank you for your feedback! We’re delighted Alex has been so responsive and supportive throughout your meetings. Your recommendation means a lot, and we’ll be sure to share your kind words with him.

Rated 5 out of 5 stars

Fantastic Advisor

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

January 1, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Dr Samaraweera, Thank you for your lovely review! We’re so pleased Louise was able to tailor her advice to your needs and provide such great support. We truly appreciate your recommendation and will pass your kind words on to her.

Rated 5 out of 5 stars

Impressive work

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.

August 15, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Olamide, Thank you for your wonderful feedback! We’re delighted Alex was able to guide you through your first home purchase with patience and clear advice, even around your busy schedules. We’ll be sure to share your kind words with him — your recommendation means a lot.

Rated 5 out of 5 stars

Alex Jarman has been invaluable…

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

September 4, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Lisa, Thank you for your wonderful feedback! We’re delighted Alex was able to support you through the purchase of your home. We’ll be sure to share your kind words with him — your recommendation means a lot.

Rated 5 out of 5 stars

I had a fantastic experience with…Sophie Hodson

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 !

September 1, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Thank you for your fantastic review! We’re so pleased Sophie was able to support you so patiently through your first home purchase and explain everything clearly along the way. We’ll be sure to pass on your kind words — she’ll be delighted!

Rated 5 out of 5 stars

Alex Jarman

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.

August 21, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Jo, thank you for sharing your experience! We’re delighted to hear how Alex supported you with your first property purchase and kept everything on track right through to completion. His flexibility and understanding of the unique financial circumstances doctors face make him such a valuable adviser. We’ll pass on your kind words — he’ll be thrilled to know his attention to detail made a real difference.

Rated 5 out of 5 stars

Would strongly recommend any doctor meet one of their advisors

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.

August 14, 2025
Unprompted review
Legal and Medical Investments Ltd logo

Reply from Legal and Medical Investments Ltd

Dear Hugh, thank you for your thoughtful review! We’re so pleased Alex was able to give you clear, professional advice on both your pension and wider financial planning, and that you felt supported without any pressure. It’s great to hear you left feeling confident about the next steps — we’ll be sure to pass on your kind words to Alex.

The Trustpilot Experience

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.

Take a closer look