Welcome to more
Wealth Management with more knowledge, more expertise, more insight, and more empathy.
Our mutual friends at ABL Group would like us to meet & we are delighted to make your acquaintance.
At Legacy we provide a comprehensive and fully independent financial planning capability. Every aspect of our work is carefully tailored to meet individual client needs whilst also adhering to rigorous methodologies. We add real value by taking a fully inclusive approach, building trust and developing genuine, long-term relationships.
Below we’ve listed some of our exclusive services that might be of particular interest to you. Each can be made bespoke to fit your needs. In the meantime, get to know us more, ‘click around’ and when you’re ready - we’d love to get in touch. Simply provide your details below and a member of our team will reach out promptly, professionally, and confidentially.
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Family Wealth Office
Convert your current success into a continuous strategy. Legacy Family Wealth is a premium programme of specialist planning, expert advice and ongoing guidance that’s dedicated to providing dependable long-term wealth security. Meeting the future financial needs of your family. And theirs.
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Legacy Business
It’s not just any business - it your business. Our corporate benefits team work to create bespoke solutions and packages that benefit both directors and employees. We work seamlessly with directors wealth planning to ensure that our corporate and private services compliment one another to ensure simplicity and efficiency.
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Trustee Advisory Service
Trusts and Trustee responsibilities are governed under the Trustee Act and can be complex to say the least. Legacy comes alongside trustees to ensure that you understand what your obligations are around reporting, investments, reviews, and advice. Our specialist Trust Team will guide you through these complexities and provide advice on adhering to your duties.
Legacy Wealth are an independent licensed investment advisory. ABL Group have no involvement with Legacy Wealth with regard to any services they provide. ABL Group will not comment on any advice provided by Legacy Wealth. ABL Group do not receive any commissions for their clients who subsequently become clients of Legacy Wealth.