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Legal and Medical Investments Ltd

Location: Cardiff

Medics Money Verified

Free initial first consultation


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
  • Mortgages
  • NHS Pension advice
  • Private Pension advice

Reviews


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



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



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



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



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



Mortgage planning and income and life protection

Emile

GP - ST1
Radiology



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



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

Laurie

CT2 / ST2
Surgery



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



Finding a mortgage, income protection and financial advice

Yolande

ST3-ST6
Anaesthetics



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



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



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