Legal & Medical Investments

Legal & Medical Investments Independent Financial Advisers (IFAs) for Doctors and Dentists in the UK Please also note the warnings below.

Our team of IFAs provide medical and dental professionals with expert, impartial financial advice and investment planning solutions for their personal and business life. Please be aware information on this page doesn’t constitute personalised advice and we strongly recommend you contact us (Legal & Medical Investments) to allow us to tailor arrangements to your needs. Mortgage: Always remember you

r home may be repossessed if you do not keep up repayments on your mortgage. Tax Planning: Tax is dependent on your own circumstances and personal situation, and is subject to changes based on UK legislation and taxation regime. This article is based on our understanding of current legislation. Investments: Please be aware that the value of investments linked to the stock market and the income from them, may rise or fall depending on market conditions and that you may not always recoup your initial investment. In addition, past performance should not be seen as an indication of future returns. Retirement Planning: Pension investment funds and the income from them may fluctuate and can fall as well as rise. Eventual retirement income will depend on the size and value of your pension pot, future interest rates and tax legislation. Protection: Protection products are varied in their purpose. Please seek financial advice to ensure cover is appropriate to your needs. NHS Pension Planning: Our articles are not specific advice. We would always suggest that you get specialist advice in this area. Wills: Estate planning and Will writing is an important aspect of your financial planning. We would always request you seek appropriate guidance to ensure your wishes are correctly reflected in any document.

14/06/2026

Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement.

13/06/2026

How longer lives are reshaping retirement planning, wealth management, healthcare, and banking by creating a new Complexity Economy.

11/06/2026

Even women who have built significant wealth often feel financially insecure. The gap is not driven by income. It is driven by identity.

11/06/2026

The clock is ticking to take advantage of this valuable UK scheme, as the benefits are to be restricted from April 2029.

31/05/2026

Six in 10 people surveyed think some people are ‘born investors,’ Aviva said.

30/05/2026

As Baby Boomers retire, younger generations are moving into leadership—including Gen Z. Here’s how organizations can prepare this up-and-coming generation for the challenge.

💡Fun Fact FridayHere's a banking quirk many people don't know: Did you know that in the UK, it’s not just the Bank of En...
29/05/2026

💡Fun Fact Friday

Here's a banking quirk many people don't know:

Did you know that in the UK, it’s not just the Bank of England that prints pound sterling banknotes?

Six other banks are legally allowed to issue their own sterling notes in Scotland and Northern Ireland, including the publicly listed Danish bank, Danske Bank.

It all dates back to the Bank Charter Act of 1844, which centralised note issuance in England and Wales, while leaving Scotland and Northern Ireland’s long-established banking systems untouched.

Try spending a Danske Bank tenner in a London corner shop! 🤷‍♂️ 💷

28/05/2026

That was the question posed to nearly 7,000 Britons by pollster YouGov recently, and it is fair to say opinions are divided.

As advisers to doctors and dentists, one of the most common misconceptions we hear is:“I’ve had health issues, so I prob...
25/05/2026

As advisers to doctors and dentists, one of the most common misconceptions we hear is:

“I’ve had health issues, so I probably can’t get protection anymore.”

In reality, underwriting has evolved significantly. A pre-existing condition may affect timing, cost, or policy terms, but it doesn’t always prevent access to protection cover altogether.

Many clients are surprised to learn that cover can still be available following:
☑️ Cancer
☑️ Cardiac events
☑️ Mental health conditions
☑️ Musculoskeletal injuries

The key is understanding when to revisit the conversation and working with advisers who understand both the medical profession and the underwriting process.

Because while your risk profile may have changed, your need for protection often becomes even greater. Learn more here 👉 https://www.legalandmedical.co.uk/pre-existing-health-condition-protection-is-still-possible/

👨‍🎓 University funding is one of the biggest financial decisions many families will face. With rising costs and changing...
23/05/2026

👨‍🎓 University funding is one of the biggest financial decisions many families will face. With rising costs and changing payment rules, you and your aspiring student should understand how student finance works before starting University. 💷

Reduce financial stress and learn how the student loan system works...
👉 https://www.legalandmedical.co.uk/student-finance-planning-for-university-fees/

Address

Floor 3, Cumberland House, Oriel Road
Cheltenham
GL501BB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+442031671607

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