Legal and Medical Investments Ltd

Google Rating

4.8

Based on 78 reviews

Medics Money

4.8

Laura Naidoo

05:21 06 Aug 24

Excellent helpful advice! I have been recommending that all my friends subscribe

Gregory McConaghie

16:10 28 Jul 24

I requested help from RBP through Medics' Money - I got a response they couldn't help me. No explanation to me or Medics' Money. Disappointing and unprofessional.

Amy Rogers

09:46 19 Jul 24

Medics money are invaluable and their course is excellent value for money with extremely knowledgeable and experienced staff that openly and honestly share of personal experiences. I highly recommend!

ian logan

06:02 11 Jul 24

Clear and concise delivery of information with opportunity to ask questions without feeling stupid.

shahzeb shaikh

17:20 23 Jun 24

Good service that educate medics about financials!

Wale Bodunwa

07:17 03 Jun 24

Can't describe enough how awesome medics money have been to me. Sorted a lot of my financial questions by just a quick glance.Thanks a lot medics money

Charis Lashley

11:21 25 May 24

The best site for financial advice for anyone in the medical field. Learnt so much. Also simple to follow.

Pauline

10:26 05 Apr 24

I have health issues and am planning to retire early due to this Richard Heap was excellent in providing me with information on the tiers of pension and plan for retirement

Bertie Fernando

07:42 24 Jan 24

Brilliant podcast, informative and interesting. A must for every doctor in the UK

XXMM MMAYO

11:28 03 Dec 23

Seun Gbemi

12:17 20 Nov 23

Kalp Patel

09:17 31 Oct 23

Have told all my colleagues about it!

Tim Wood

09:15 26 Aug 23

Good solid financial information that should be taught to all doctors before they start.

Nigel Koleth

09:17 13 Aug 23

Kiran Baillal

20:11 25 May 23

Really great resource available in various formats with information broken down in simple terms to make it easier for us to understand and use for practical life and work steps.

Chinwe Ursula Ikwueze

18:13 29 Apr 23

Waqar Younas

18:48 05 Feb 23

Mohammed Ali

20:51 01 Feb 23

Ime

14:03 30 Jan 23

Brilliant podcast, informative and interesting. Would highly recommend to any doctor in the UK

Tracey Covell

11:56 29 Jan 23

James

06:58 28 Dec 22

A fantastic free service that educates doctors in financial ways. Ensure you are paid correctly and claim back the money you are owed, which was thousands of pounds for myself. Obtain truly independent and knowledgeable accountants and financial advisors to help towards financial independence.Thank you medics money!

Peter Mezes

18:10 15 Dec 22

they connected with an advisor who refused to help. Then they promised to look into this, and haven't heard back from them ever again

Maryam Ahmad Idris

19:47 12 Dec 22

Great resource -find the podcasts very informative

Amanda Shabana

10:15 11 Dec 22

Excellent advice about the financial aspects involved in having a career as a medic with up to date podcasts on various issues E.g pensions. Excellent resource!

Debdeep Dey

06:30 29 Nov 22

brilliant website with useful information , Thanks

A Gautam

08:18 18 Nov 22

Really useful information and helped clarify what I needed to do to make better financial decisions. Thank you!

Firas Arnaout

07:18 05 Oct 22

On behalf of Orthopaedic Academy, I would like to thank Tommy & Ed. You are heroes. Literally!

Vicky Giniyatov

18:28 30 Sep 22

Excellent podcast, ebook & medic money legends. Thank you so much for explaining things I should have learnt at medical school....

bnf bnf2088

00:16 18 Aug 22

I have found your podcasts interesting and informative on financial aspects of our working lives that we were not taught about. I agree with you, Financial Health should be on the medical school curriculum. The reason I have given it four starts is indirectly linked with the podcast. The advisor recommended via your site has called me once and since receiving the information from NHS pensions agency (which took a few weeks because this is how long it takes to get the paperwork these days) has not replied any of my emails or returned calls. I am obviously disappointed. Could you please ask the financial advisers who agree to be contacted to be committed to the process. Thank you for your time and energy.

alexander brooman-gannon

05:34 20 Jun 22

Really helpful and explanatory.

Luke Newey

11:47 28 May 22

Moh Mhf

14:13 22 May 22

Very helpful step by step guide for doctors tax claim.

Matthew Nour

13:47 20 May 22

Excellent resource. Thank you for all that you do and are doing.

Charlotte G

10:28 05 Mar 22

Really helpful resources for educating doctors about how to navigate medicine-specific finances, thank you! Really enjoying the podcast too.

Eleanor Mulvenna

07:03 24 Feb 22

Really useful guides that explain every step in claiming your exam fees and subscriptions. Thanks

Rajan Patel

04:10 21 Jan 22

Simply fantastic. I am a newly turned consultant gastroenterologist who moved over to NZ a year ago but have continued to listen to these podcasts. Still really useful in sorting out finances back home. Particularly enjoyed the podcast on investment books to read. Keep it coming please!

Kate

22:11 25 Nov 21

Massive thank you to Tommy and Ed for all that they do to help empower their fellow medics, especially those like myself who just wouldn't have had a clue where to start to sort out their finances. I found the podcasts a great first step to give me ideas for things that I could then later look at more closely - and how amazing that the team have put together so many resources that then make these subsequent steps way easier! I can't recommend Medics Money highly enough :-)

P C

19:20 11 Nov 21

Without a doubt the best advice I have been given. I was really pleased with the service and recommend to all. Tommy was really approachable and took the time to guide me. This was something I should have done years ago. Thanks again. Paul Coulter

Michele Richards

09:27 11 Oct 21

Really informative

pip

07:32 17 Sep 21

Excellent podcasts. Practical advice with each podcast having at least one thing you can change straight away

Krishan Patel

12:08 24 May 21

Karanvir Singh

12:35 04 Apr 21

Fantastic podcast full of useful information, would recommend to any medics

Mubashir Siddiqui

20:50 20 Mar 21

Great website for medical professional looking to gain financial literacy!

nathan banda

06:49 23 Jan 21

kauserjan shaik

07:19 19 Jan 21

Aimed at medics, they offer sensible advice relating to issues medics face. Even a complete novice like me understood the financial principles, thanks to their presentations which are easy to understand. Best of all, they have podcasts which I can listen to on my walks.I think every medic should listen to them at-least once.

Aslam Khan

18:50 30 Nov 20

Very good

Niranjan Patel

16:07 17 Nov 20

Nene Nyemi-Tei

14:25 10 Nov 20

Used their advice to claims tax rebated for the past 3 years since I qualified as a doctors. Literally hundreds of pound from HRMC. Would recommend to an UK doctor. Great guides and great easy to follow advice

Ahmed Sulieman

11:10 05 Sep 20

Ben Woodward

15:53 25 Jun 20

Still in the early stages of dealing with the financial advisor appointed to me by Medics Money, but so far so good. The Medics Money team themselves have been excellent - very swift with replies and always extremely helpful and pleasant. Keep up the good work.

Bea

08:59 13 Jun 20

Really helpful service, great resources for understanding finances at no cost. Responded to a question I sent very quickly and with a thoroughly explained answer.

Deepak Sharma

16:19 26 May 20

DR PRADEEP KUMAR

16:13 07 May 20

You guys have stepped up beyond the calling of medicine and healthcare to provide a niche service which can meet the unspoken needs of Doctors and GPs, also GP trainees like me! Wish you the best!!

Ayodeji Omosebi

12:08 07 May 20

Imraan U

21:51 03 May 20

Saved me a tone.... every dr in training should read this.

Sarah Manohar

08:11 03 May 20

Found the information the had really helpful. Loads of information and amazing communication. :)

Seren Peters

19:32 30 Apr 20

Really helpful guidance, all provided free. Thank you!

Chris Howe

00:45 03 Mar 20

A kind and supportive organisation that helps medics navigate their way through the labyrinth of financial decisions that they have to make throughout their careers.

Adrian Stallwood

14:50 22 Jan 20

Fantastic, prompt and efficient service, run by doctors who understand the issues and know what's required. I was put in touch with an expert IFA within 24 hours which cam me the confidence I needed to make an informed decision regarding my annual allowance charge. Highly recommended, have already informed colleagues

Roger Sepping

16:40 21 Jan 20

Mohamad Zeina

15:39 08 Dec 19

Imran Khan

09:18 30 Nov 19

Fantastic service

E B

08:44 30 Nov 19

Used their great guide to file tax rebate for professional expenses. Really love what theyre doing. Thanks.

Ross S

09:16 12 Nov 19

I used their clear and concise guides to registering an account with HMRC and submitting a form for rebate. Very easy to navigate with the guides and took a lot of the stress out of the process. I would highly recommend for anyone with the need to submit requests for rebate - saved me a significant amount of time

Tiago Ivo

16:07 06 Oct 19

Great website, a real important resource for all medics

The MDM

11:58 11 Sep 19

Amy Kelly

10:33 27 Aug 19

Sudesna Chatterjee

20:39 30 Jul 19

I have found Medics Money to be very helpful in identifying suitable medical accountancy firms who can provide expert information on my complex financial needs. The website is easy to navigate and has lots of useful information which instils confidence. I was contacted very promptly by one of the recommended firms who gave me some important advice on NHS Pensions. I am still waiting to hear from the accountants but I understand that this is a very busy period for them with lots of interest from doctors based on the new pension rules. Tom contacted me early on to ensure I was happy with the service provided which was reassuring and indicates how serious he is in helping medics to better their financial situation. Thanks for setting up your website. I really appreciate it.

Nasra Alam

15:13 25 Jul 19

Tommy and Ed were fantastic. Very prompt with their responses and gave very detailed advice.

Eleanor Stone

09:33 20 Jul 19

Really helpful advice, speedy responses and gave me details of a suitable accountancy service which I have now registered with. Perfect how-to guides which enabled a novice to claim back some tax!

Theo Malthouse

18:21 09 Sep 18

Freddie Green

09:16 06 Aug 18

Alex Moncayo

10:16 11 May 18

Excellent customer service, fast communication and clear replies, I would recommend them to all doctors and nurses and allied health professionals who want to get a good rebate without complications

Richard Sutcliffe

07:54 02 Feb 18

Really helpful thanks for your assistance

Eleanor Lee

19:44 12 Dec 17

Professional, helpful and reliable. They went above and beyond to help my case and responded quickly to queries. Highly recommend them to my colleagues.

Steve Phillips

14:39 15 Nov 17

Fantastic service. Hassle free. Rebate came through very quickly. Excellent communication throughout.

Jan Klepacki

20:16 06 Oct 17

Excellent and professional team. They saved me many potential headaches!

Paul Sampson

07:37 20 Jul 17

Great company. Saved me lots of money. Much quicker than I was expecting too.

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Daniel Atkinson at Legal and Medical Investments Ltd

Location: Cardiff

Medics Money Verified

Free initial first consultation

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Review

We are Independent Financial Advisers who specialise in providing high quality financial advice to members of the medical profession. Our clients benefit from a full financial planning service, including protection, investments and pensions advice, with particular focus on the NHS Pension scheme. Our services are relevant to both personal and business requirements. At the heart of our philosophy lies an in depth understanding of both the specific issues relating to your profession and wider legislative changes, particularly surrounding pensions. We are not tied to any company or organisation and are authorised and regulated by the Financial Conduct Authority.

Professional bodies: CII (Chartered Insurance Institute)

Services offered:

Estate planning
Investment advice
Life Insurance and Income protection
Private Pension advice

Reviews

Fantastic company giving independent advice. I approached L&M following a talk at our mess some years back. I required life insurance and income protection insurance. Daniel Atkinson took care of everything for me, made sure I had a good understanding of what the different plans covered and gave me peace of mind that should the unthinkable happen that my family and I would be financially secure. The rates are highly competitive and for the services I have used to date all fees have been taken as commission so I have never been out of pocket. I look forward to a career long financial relationship with L&M.

David

ST3-ST6
Surgery

Daniel helped us secure our first mortgage, setup life insurance and setup income protection. He made the whole process very easy for us - everything was done in person at our home or over the phone. He secured an excellent mortgage deal for us and continues to provide us with excellent financial advice and support. Thank you!

Richard

GP - ST2 - 3
Radiology

Finding a mortgage, income protection and financial advice

Yolande

ST3-ST6
Anaesthetics

Helped with Mortgage advice and with critical illness and life insurance. Friendly, never pushy, open and honest

Laurie

CT2 / ST2
Surgery

Reliable, approachable and knowledgable! Daniel has helped us with mortgage advice and income protection so far, and we would not hesitate to ask for his advice for any future financial decisions. He can advise locums as well as trainees and understands how medic pay, contracts etc works!

Abbie

Locum
Medical

Mortgage planning and income and life protection

Emile

GP - ST1
Radiology

Advice on setting up critical illness cover, life insurance and sickness cover on qualifying as GP and starting work as a locum. Prompt and professional support staff then set up various policies for myself and my wife with no delays or problems. Excellent service and good advice. Using again in the near future for mortgage advice.

Thomas

GP - General Practitioner locum
GP

Daniel Atkinson came highly recommended by a close relative. We were looking for some life insurance and incapacity benefit products and were presented with a range of suitable options. He was very knowledgeable about the products and we are delighted with the outcome for us and the security of our children. Thank you. Farzana

Farzana

GP - General Practitioner partner
GP

Daniel from Legal and Medical was outstanding all the way. I have dealt with many IFAs and mortgage advisors in the past and now no longer need to go elsewhere ever again. We were struggling to obtain a significantly large mortgage for a new build property of £1.2 million. Daniel fully understood my dilemma and complex financial situation but made ease of it all, obtaining a mortgage offer in no time. One of his best qualities is that he makes you feel like you are his most important client. I know we would have lost the house, had it not been for him.

Masum

GP - General Practitioner partner
GP

I first met Daniel in 2016, as a GP Trainee, when he helped me initially to reorder my finances. Then, through a difficult divorce, he was able to guide me to plan financially for my future. Daniel was able to secure a mortgage for me, when other advisors were unable to, something which I am eternally grateful for. Since then, Daniel has remained incredibly helpful and very swift with responses and queries. I have since recommended him to several medical friends, who have also been very pleased with the advice that he offers. Thank you Daniel, you’ve been an immensely helpful IFA.

Ana

GP - General Practitioner locum
GP

Very helpful. Helped with my mortgage, indemnity, income protection and life insurance. Pleasure to work with and always at hand when I need some advice or support. Highly recommend

Ryan

Locum
Medical

We have had help with mortgages, investments, life insurance and income protection. Have always been provided with a very efficient service. Emails and phone calls always responded to in a timely manner. Good financial advice which has taken into account our family circumstance and likely future plans. Excellent service and i’d Highly recommend.

RUTH

GP - General Practitioner locum
GP

Fantastic help during a stressful time of setting up my mortgage (had a change in circumstance twice during the process). Always able to work around any issues I raise and provide me with suitable coverage / products. Up to date with the latest developments and invaluable when considering switching roles (eg taking up a partnership) so all the implications of the decision are considered.

phil

GP - General Practitioner locum
GP