Welcome to more
Wealth Management with more knowledge, more expertise, more insight, and more empathy.
Legacy
Business
Sometimes it takes an experienced and objective outsider to help you take a step back and consider how to best maximise and also protect your company.
Legacy Business helps directors and companies across Northern Ireland and the UK plan, implement, monitor and review their long term financial security and employee reward packages.
I want our clients to experience and see the difference that expert financial planning can bring to their business and employees.
Expect more.
Richard Creane
Corporate Benefits Manager
Legacy Business
Our mutual friend 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.
Expect more.
Explore 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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Exiting Your Business
When it comes to selling it’s not just any business. it’s your business. Closing a successful negotiation unlocks the next phase of your legacy. We come alongside you to understand the life you want to live on the other side of the sale and provide the specialist planning needed to get there. The end is just the beginning.
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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.
