Legal and Medical Investments Ltd

Google Rating

5.0

Based on 49 reviews

Medics Money

5.0

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 umar

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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Legal and Medical Investments Ltd

Location: Essex and East London, Greater & Central London, North & West London

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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: Diploma in Financial Planning Certificate in Mortgage Advice and Practice

Services offered:

Estate planning.
Investment advice
Life Insurance and Income protection
NHS Pension advice ( Guide price £ 1380.00)
Private Pension advice ( Guide price £ 250.00)

Reviews

I found Peter Reading’s advice very helpful, after breaching annual pension allowance, he advised me how to manage it in the future and gave me options. I would really recommend him to anyone who is puzzled by NHS pension schemes which are so complex.

Yasmin

Consultant
Psychiatry

Peter and Louise have been very thorough and reviewed our specific personal circumstances with great care. They have been approachable and very understanding of our needs. I am planning to work with them in the future to cover other financial areas as I couldn't finalise everything yet due to my family moving/switching specialty. Highly recommend!

Asha

ST3-ST6
Medical

Very prompt and professional service. Complete transparency throughout the process and the searches and advice Peter provided was clear, competitive and very well explained. Would not hesitate to recommend or utilise them again.

Harrison

ST3-ST6
Anaesthetics

Helped me decide on medical sickness cover and life insurance amongst the 100s of providers available. Also helped my wife (who is non medical) with her pension. Was knowledgeable and explained everything clearly.

Arvin

Consultant
Medical

Provided detailed explanations about the NHS pension. How the pensions and charges are calculated. Professional and could relate to him.

Modupe

Consultant
Emergency medicine

Very good advice, honest and friendly chap. The platform they use is a little clunky and frustrating at times, but it does the job

Alex

CT2 / ST2
Paediatrics and child health

Answering a financial query with accomodation

Oloruntobi

CT1 / ST1
Surgery

Peter and Louise have been absolutely brilliant. Peter talked me through the different types of cover, answered all my questions, took time to explain everything to me. I never felt pressured into committing to a product. I strongly recommend them and I will be using them in future. Thank you!

Valentina

ST3-ST6
Paediatrics and child health

Peter was very helpful throughout a complex process. He was able to answer all the questions I had in a timely manner and engaged in regular calls with myself to help with my decision making. Would happily use their service again.

Stefan

GP - General Practitioner salaried
GP

Helped me find a financial adviser

Arif

Consultant
Surgery

With life insurance application and general advice on income protection, critical illness cover and pensions. Peter was very helpful and patient with us. He took time to explain everything and kept us up to date. He was readily available when we needed to go through anything again.

Farha

GP - General Practitioner locum
GP

Life insurance and critical cover and income protection. Great service

Akmol

GP - General Practitioner locum
GP

Pete at Legal and Medical Investments helped find me income protection that was flexible and could scale with my salary as I progress through training. He was knowledgeable, efficient and helped me to understand the nuances of the different offerings. I never felt pressured into committing to a product. I would recommend the company to any medic looking for an independent financial advisor that understands our pay and some of the absurdities that come with it.

Michael

CT2 / ST2
Radiology

Pension advice and planning

Primala

Consultant
Psychiatry

Very informative and patient. He understands the needs of doctors and is a pleasure to work with. He chases me up the appropriate amount when I get busy and forget to send him documents to make sure my finances are protected!

Emma

GP - ST1
GP

Had a 1 hour phone consultation with Peter to discuss specific aspects of pension planning. He was very helpful and informative. I would certainly use again

BILL

Consultant
Speciality not listed

Pete goes the extra mile to provide his clients with useful, individualised pensions advice.

Graeme

ST3-ST6
Ophthalmology

Pension AA charge and income protection.

Cindy

Consultant
Radiology

Great introductory call, and Peter is clearly very experienced and intelligent when it comes to retirement planning and investments for doctors

Dr Louis

GP - ST1
GP

Helped me find personal income protection and a cheaper price than previously quoted from a well known insurance company.

Dinh

ST3-ST6
Surgery

Great advice on pensions and savings. Easy to talk to and really gets to the issues we wanted to cover and not just sell products like other IFAs have in the past.

Sam

GP - General Practitioner partner
GP

Legal & Medical provided me with a comprehensive, tailored service taking into consideration my needs and preferences. I would highly recommend their services!

Stacey

GP - ST2 - 3
GP

I'm an early career GP and approached Legal & Medical Investment Ltd for help with a pension review and advice regarding investment planning I was satisfied with the analysis and advice provided, prompt responses, tailored to my circumstances Would recommend

GP - General Practitioner locum
GP

Peter assessed my pension status and provided reassurance that I was not affected by the taper. He also gave some general guidance about NHS and private pensions that was very helpful. He worked quickly and took time to explain his findings.

Colin

Consultant
Medical

Rapidly established income protection and critical illness cover. Fast and efficient. The advisor was clear throughout about costs etc

Wil

Trust Grade
Medical

Very helpful, informative, and knowledgable listened to my concerns and areas I needed help and development on and addressed them fully gave me the opportunity to ask questions checked my understanding regularly and made sure the advice was personalised to me

Elshie

Foundation Year 2 FY2
Speciality not listed

Peter was swift and professional in all communication. He took the time to explain all my questions over a video call and cleared up my confusion about different types of insurance. He provided a number of quotes for my income protection until I was happy with a plan. He had expert knowledge on NHS doctors' financial affairs. I would recommend him to any doctor requiring advice!

Katherine

GP - ST1
GP

Peter was great at helping us get mortgage protection sorted. He was thorough in finding out our needs, explained everything in a clear and understandable manner, and was accessible and replied to messages promptly. We have been pleased with the service offered by L&M.

Adam

Foundation Year 2 FY2
GP

Working with Pete helped me to home in on my financial goals . He was patient and very thorough and was able to walk me through the steps I needed to meet my goals. I felt the level of detail provided was individualised and tailored to my needs.

GP - General Practitioner salaried
GP

Peter is extremely professional, amazingly patient and knowledgeable. Although I did not end up going for income protection, he provided me with all the information that I needed. I would not hesitate to recommend him and also use his services again in the future.

Tian

ST3-ST6
Medical

Great, efficient service from Peter

David

Foundation Year 2 FY2
Medical

They helped with finding competitive and comprehensive policies for income protection and critical illness insurance.

Lina

Trust Grade
Psychiatry

Fantastic friendly and helpful service. Pete was super in explaining my pensions options, and pro-active in contacting me/highlighting issues when we were working together. Highly recommend - made a potentially difficult process much easier.

Derek

Consultant
Psychiatry

Gave excellent advice around investing and income insurance.

Lauren

CT2 / ST2
Surgery

review my life cover and income protection

albert

ST3-ST6
Surgery

Very responsive. Peter was easy to contact, quickly set up a meeting and provided good advice.

Annie

CT2 / ST2
Medical

Helped me find the best income protection

Alessio

GP - General Practitioner locum
GP

good.

elsa

GP - General Practitioner locum
GP

Professional and clear information.

Elsa

GP - General Practitioner locum
GP

Pension advice

Nick

GP - General Practitioner locum
GP

Peter provided a comprehensive review of my current pension situation and was able explain in a pragmatic approach my options going forwards. I would not hesitate to recommend him again.

Consultant
Surgery