With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth management services. Legacy provide comprehensive financial planning with an unsurpassed level of personal care to both private individuals, families and businesses seeking to actualise their aspirations. Legacy draws on their empathetic and expert team of trusted advisers and extensive support team, to partner with and proactively anticipate client needs to maximise their success into a trusted strategy for generations to come.
Due to increasing demand for tailored, high quality service from its clients across all areas of life and wealth, Legacy has launched and provides two flagship services – Legacy Lifetime and Legacy Business.
Legacy Lifetime serves high net worth private clients, combining financial planning with investment and risk management to seek more than just a return on investment, but to see an individual’s life return a legacy. Backed by Legacy’s bespoke, revolutionary investment philosophy – Legacy Lifetime methodically combines expert financial organisation, investment, accountability, objectivity, proactivity, education, and partnership to deliver lasting success for individuals who want to turn their hard work into a heritage.
Legacy Business serves local businesses, entrepreneurs and directors in offering a completely integrated client solution with a full range of corporate financial services covering group risk management, workplace pensions, financial planning and employee engagement.
Legacy takes pride in establishing life long relationships with their clients that often span generations of family and business. If you’d like to take the first step in turning your life into a legacy, we’d love to hear from you.
Expect More.
Company Details
- Employees
- 28
- Founded
- -
- Address
- 2nd And 6th Floors, 15 Scrabo Street, Belfast,co. Antrim Bt5 4bd,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacywealth.co.uk
- Keywords
- Investments, Retirement Planning, Financial Planning Reviews, Income Tax, Business Investment Solutions, Family Wealth Office, Exiting Business, Trustees, Wealth Management.
- HQ
- BELFAST, CO. ANTRIM
Legacy Wealth Management Questions
Legacy Wealth Management's website is legacywealth.co.uk
Legacy Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/legacy-wealthmanagement
Legacy Wealth Management has
28 employees.
View email and phone details for 28
employees at Legacy Wealth Management.
Legacy Wealth Management's industry is
Financial Services
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Legacy Wealth Management's categories are Financial Services
Legacy Wealth Management's founding year is 2014
