Legal & Medical Investments

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Legal & Medical Investments Independent Financial Advisers (IFAs) for Doctors and Dentists in the UK Please also note the warnings below.

Our team of IFAs provide medical and dental professionals with expert, impartial financial advice and investment planning solutions for their personal and business life. Please be aware information on this page doesn’t constitute personalised advice and we strongly recommend you contact us (Legal & Medical Investments) to allow us to tailor arrangements to your needs. Mortgage: Always remember your home may be repossessed if you do not keep up repayments on your mortgage. Tax Planning: Tax is dependent on your own circumstances and personal situation, and is subject to changes based on UK legislation and taxation regime. This article is based on our understanding of current legislation. Investments: Please be aware that the value of investments linked to the stock market and the income from them, may rise or fall depending on market conditions and that you may not always recoup your initial investment. In addition, past performance should not be seen as an indication of future returns. Retirement Planning: Pension investment funds and the income from them may fluctuate and can fall as well as rise. Eventual retirement income will depend on the size and value of your pension pot, future interest rates and tax legislation. Protection: Protection products are varied in their purpose. Please seek financial advice to ensure cover is appropriate to your needs. NHS Pension Planning: Our articles are not specific advice. We would always suggest that you get specialist advice in this area. Wills: Estate planning and Will writing is an important aspect of your financial planning. We would always request you seek appropriate guidance to ensure your wishes are correctly reflected in any document.

17/10/2026

The number of Isa millionaires has surged by more than 50% in a year – to reach around 7,730

15/10/2026

Commodities are having a moment, and headlines will tell you why: the impact of the wars in Iran and Ukraine-Russia on energy markets, the AI boom's reliance on a wide range of rare earth minerals, and long-term inflation and sovereign debt concerns bolstering precious metals.

14/10/2026

What is a Total Reward Statement?

If you’re an active NHS employee, you can access your Total Reward Statement by logging into ESR.

Your statement gives you an overview of your NHS pension benefits, including the pension you’ve built up and any lump sum you may receive.

Read our full online guide to help you understand your statement: www.nhsbsa.nhs.uk/employee-section/understanding-your-statement

14/10/2026

It could be a good time for you to adjust the amounts of protected and variable retirement income that you receive.

12/10/2026

Investing’s male-dominated reputation faces a growing challenge as more women take financial control and explore opportunities to build wealth.

🎙The Legal and Medical Podcast Episode 2: Is a Limited Company Still the Best Option for Dental Associates?🚨 Rickie Kova...
11/10/2026

🎙The Legal and Medical Podcast

Episode 2: Is a Limited Company Still the Best Option for Dental Associates?

🚨 Rickie Kovacs, specialist independent financial adviser at Legal and Medical Investments, explains what the recent tax changes mean for dental associates.

🎧Listen on Spotify 🔻
https://open.spotify.com/episode/1w6LtlS7kS0EFWxKNQiXgD?si=VHOuRKN0RFupgqPZlg9e3g
🎧Listen on our website🔻
https://www.legalandmedical.co.uk/is-a-limited-company-still-the-best-option-for-dental-associates/

📣 The Legal and Medical Podcast: Episode 1: Is the NHS pension scheme still good value for money in 2026? 🎧 Max Spurgeon...
08/10/2026

📣 The Legal and Medical Podcast: Episode 1: Is the NHS pension scheme still good value for money in 2026?

🎧 Max Spurgeon, our independent financial adviser at Legal & Medical Investments, explains the benefits of staying in the NHS pension scheme and how membership is more than just a pension.

Listen on Spotify.🔻
https://open.spotify.com/episode/33WyFD7FBaASrDQ7mx6SPo?si=RtjbKk9URw2uvWW37ARj7Q

Listen on our website 🔻
https://legalandmedical.co.uk/is-the-nhs-pension-scheme-good-value-for-money/

04/10/2026

How long will it take? Will we need to switch to the euro? Chris Blackhurst sets out the hurdles the PM must clear if he really wants Britain back in the bloc.

03/10/2026

Here we explain how the state pension currently works, what is changing and why and how the changes will affect your finances.

Address

Floor 3, Cumberland House, Oriel Road
Cheltenham
GL501BB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+442031671607

Website

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