Keith Liggett

Keith Liggett Email and Phone Number

Managing Director Legacy Wealth Management | Chartered Financial Planner | Member of Society and Trust Estate Practitioners @ Legacy Wealth Management
Keith Liggett's Location
Belfast Metropolitan Area, United Kingdom
Keith Liggett's Contact Details

Keith Liggett personal email

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About Keith Liggett

Keith Liggett, Chartered Financial Planner and member of the Society of Trust and Estate Practitioners (STEP), is one of Northern Ireland's most experienced wealth management professionals. He is the Managing Director and Sr. Wealth Advisor at Legacy in Belfast with over 25 years experience in financial planning.Legacy is Northern Ireland’s leading provider of high net worth wealth management services. Legacy provides a comprehensive and fully independent financial planning capability for individuals, families, trustees, and businesses. Every aspect of their work is carefully tailored to meet individual client needs whilst also adhering to rigorous methodologies. Legacy adds real value by taking a fully inclusive approach, building trust and developing genuine, long-term relationships. Wealth management with more knowledge, more expertise, more insight and more empathy. Keith is responsible for the strategic oversight, business development, and day to day management of the company."I believe in transforming the reputation of the wealth management industry - at Legacy I ensure that we're honest and transparent about what we do, and how we do it every step of the way. We help convert a client's current success into a continuous strategy through our extensive experience, expertise, and excellent service."Specialities: Family Wealth, HNW Business Owners, Investment Planning, Tax Planning, Trust Planning

Keith Liggett's Current Company Details
Legacy Wealth Management

Legacy Wealth Management

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Managing Director Legacy Wealth Management | Chartered Financial Planner | Member of Society and Trust Estate Practitioners
Keith Liggett Work Experience Details
  • Legacy Wealth Management
    Managing Director
    Legacy Wealth Management 2016 - Present
    Belfast, Northern Ireland, United Kingdom
    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.

Keith Liggett Skills

Investments Wealth Management Pensions Inheritance Tax Planning Business Strategy Strategic Planning Financial Planning Estate Planning Funding Financial Services Start Ups Mergers And Acquisitions Strategic Financial Planning Retirement Planning Venture Capital Trusts Small Business Wealth Business Planning New Business Development Restructuring Financial Advisory Investment Advisory Retirement

Keith Liggett Education Details

Frequently Asked Questions about Keith Liggett

What company does Keith Liggett work for?

Keith Liggett works for Legacy Wealth Management

What is Keith Liggett's role at the current company?

Keith Liggett's current role is Managing Director Legacy Wealth Management | Chartered Financial Planner | Member of Society and Trust Estate Practitioners.

What is Keith Liggett's email address?

Keith Liggett's email address is ke****@****h.co.uk

What schools did Keith Liggett attend?

Keith Liggett attended Ulster University.

What skills is Keith Liggett known for?

Keith Liggett has skills like Investments, Wealth Management, Pensions, Inheritance Tax Planning, Business Strategy, Strategic Planning, Financial Planning, Estate Planning, Funding, Financial Services, Start Ups, Mergers And Acquisitions.

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