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Google Rating
4.9
Based on 70 reviews
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Legal and Medical Investments Ltd

Location: Cheltenham, Oxford , London

Medics Money Verified

Free initial first consultation


Review
Legal and Medical are Independent Financial Advisers who specialise in providing high quality financial advice to members of the medical profession. My clients benefit from a bespoke planning service, including protection, mortgages, investments and pensions advice, with a particular focus on the medical sector. My services cover both personal and business requirements with an in-depth understanding of the specific issues relating to the medical profession and its wider legislative changes. Legal and Medical are not tied to any company or organisation and are authorised and regulated by the Financial Conduct Authority. I look forward to helping you with your financial requirements.

Services offered:

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

Reviews


Received advice on the types of life insurance and income protection available and was able to purchase plans as a result.

Aaron

CT1 / ST1
Pathology



Helpful, friendly and professional. Gave us useful advice and helped us secure life insurance which we had previously been struggling to get approved for.

Emma

CT1 / ST1
Medical



Jocelyn has been a great financial advisor and I have used her services for many years. She is very approachable and has helped me to understand my finances and suggest suitable solutions. I would have no hesitation in recommending her services.

Sheila

Consultant
Anaesthetics



Our advisor is very knowledgeable about financial issues affecting medics and she provides clear explanations to aid financial decision making.

Nicola

GP - General Practitioner salaried
GP



Advice and consultations on investments and pensions over many years, with good outcomes.

Roger

Consultant
Anaesthetics



I can’t recommend Jocelyn highly enough. She goes above and beyond, is extremely knowledgeable and efficient. I have recommended her Toh numerous friends and colleagues and we continue to benefit from her expertise.

Shameen

Consultant
Surgery



Jocelyn Major was recommended to my husband and I by a colleague. She has been absolutely fantastic and has left no stone unturned. Jocelyn was kind enough to spend time checking critical illness and life insurance cover and making necessary amendments which will be hugely beneficial should these policies be required. I cannot thank Jocelyn enough for her time and expertise.

Hannah

GP - ST2 - 3
Radiology



Guided me through income protection options with good but not excessive detail. Insurer created problems at point of sale which Jocelyn from L&MI resolved for me, even getting a small refund in the process. V helpful would recommend.

Sam

GP - General Practitioner partner
GP



I have known Jocelyn for 20 years. She has always been very helpful, very organised, very efficient. I trust her advice entirely. It has been an absolute pleasure.

Alastair

Consultant
Anaesthetics