Welcome to more
Wealth Management with more knowledge, more expertise, more insight, and more empathy.
Professional Partner
Thinking beyond the next innings
Cricket rewards preparation, patience and the ability to respond as conditions change. These qualities also have an important place in planning for your financial future.
Legacy Wealth Management is proud to support Bangor Cricket Club and its community of players, members, volunteers and families.
Our Family Wealth Office specialises in advising high net worth individuals, families and businesses.. We help clients consider their immediate needs alongside their longer-term ambitions, from planning for retirement to supporting children and grandchildren or preparing a business for succession.
We take time to understand your circumstances and develop advice tailored to you. Regular reviews allow us to consider what has changed and whether your plan continues to serve its intended purpose. We help you to think beyond the next innings.
Explore our services below. To arrange a confidential, no-obligation conversation about your financial future, leave your details and a member of our team will be in touch.
Expect more.
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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.
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Legacy Lifetime
When it comes to forming an individual wealth strategy, we listen before we advise, we value what matters to you, and we take pride in expertly handling the pursuit of your lifetime goals. Legacy Lifetime is our flagship service that combines personal financial planning with a full suite of wealth and risk management considerations.
