Legacy up for three awards at national awards ceremony in London

Legacy Wealth Management has been shortlisted as finalists in three different categories at the upcoming UK-wide 2022 Professional Adviser Awards.

Now in their 17th year, the Professional Advisor Awards recognise the best in multi-asset investing, platform provision, adviser support and client engagement.

More than 250 advisers, firms and product providers from across the UK were under consideration for the 2022 Awards, which seek to reward excellence within the financial services sector.

Legacy has been shortlisted for the following categories, with the winners set to be announced at the awards ceremony on 26 April in The Brewery, London:

• Adviser Firm of the Year (Scotland and NI)

• Paraplanner of the Year (Ela Harbinson)

• Best Marketing Initiative

Managing Director Keith Liggett said: “At Legacy, we have seen a steady and continuous rise in demand for our service in recent years, and particularly over the past 18 months, so we are delighted to be recognised in three categories at these UK-wide awards.

“There is no doubt that the global pandemic has driven an increase in the volume of new clients seeking our support and expertise. Covid-19 has seen a growth in appetite for sound financial planning as people re-evaluate their lifestyles and seek to make expert informed choices about their finances, investments and pensions.

“That they are engaging Legacy as their chosen wealth management partner is testament to the calibre of our market-leading team of now eight financial advisors and business support professionals.”