Legal & Medical Investments
Legal & Medical Investments is a financial advisory firm that provides independent financial advice to doctors and dentists. They assist medical professionals with financial planning and investment strategies.
- Wills
- Mortgages
- Protection
- Investments
- Tax Planning
- Retirement Planning
- NHS Pension Planning
Locations
Competitors
Dental & Medical Financial Services provides specialised financial and mortgage advice tailored for medical and dental professionals.
Company Details
Legal & Medical Investments is operated by Legal & Medical Investments Limited and is a Active company incorporated on 5 September 1997 with the registered office located in Cheltenham, Gloucestershire. Legal & Medical Investments Limited was registered 28 years ago.
Status
Active
Size
Small
Directors
4
Age
28 years old
Employees
30
Turnover
Unreported
Total Assets
£2.16M
Cash in Bank
£310.65K
Total Liabilities
-£1.54M
Teams
37
17
17
12
10
1
Owner
Owner • Joined Jul 2002
Partner • Joined Oct 2005
Partner
Director • Joined Jun 2004
Operations Manager • Joined Dec 2021
Head Of Advice • Joined Sep 2024
PA To Managing Director
Administrator • Joined Mar 2022
Senior Administrator • Joined Nov 2024
Partner • Joined Oct 2005
Partner
Marketing Consultant • Joined Feb 2010
Financial Adviser
Independent Financial Adviser • Joined Jan 2025
Paraplanner • Joined Mar 2022
Financial Adviser
Independent Financial Adviser • Joined Nov 2015
Independent Financial Advisor • Joined Sep 2021
Independent Financial Adviser • Joined Jun 2015
PA To Managing Director
Administrator • Joined Mar 2022
Senior Administrator • Joined Nov 2024
Financial Administrator • Joined Feb 2008
Technical Administrator • Joined Apr 2025
Senior Administrator • Joined Nov 2022
Senior Administrator • Joined Jul 2005
Senior Administrator • Joined Apr 2023
Technical Administrator • Joined Aug 2022
Senior Administrator • Joined Mar 2003
Owner
Owner • Joined Jul 2002
Director • Joined Jun 2004
Operations Manager • Joined Dec 2021
Head Of Advice • Joined Sep 2024
Senior Administrator • Joined Nov 2024
Senior Administrator • Joined Nov 2022
Senior Administrator • Joined Jul 2005
Senior Administrator • Joined Apr 2023
Senior Administrator • Joined Mar 2003
Financial Administrator • Joined Feb 2008
Financial Adviser
Independent Financial Adviser • Joined Jan 2025
IFA
Paraplanner • Joined Mar 2022
Financial Adviser
Independent Financial Adviser • Joined Nov 2015
Independent Financial Advisor • Joined Sep 2021
Independent Financial Adviser • Joined Jun 2015
Independent Financial Adviser • Joined Jan 2022
Specialist Independent Financial Advisor • Joined Nov 2016
View 37 members