Welcome to more
Wealth Management with more knowledge, more expertise, more insight, and more empathy.
Plotting a course for your financial future
Life brings changing circumstances, new opportunities and decisions that can be difficult to anticipate. A considered financial plan can help you prepare for what lies ahead.
Legacy Wealth Management is a proud supporter of Royal Ulster Yacht Club. Our partnership also provides an opportunity for members and their families to get to know us and explore how we could support their financial goals.
Our Family Wealth Office specialises in advising high net worth individuals, families and businesses. We bring together your investments, pensions, business interests and wider family responsibilities, with advice carefully tailored to your circumstances.
Whether you are planning for retirement, considering the future of a business or supporting the next generation, we begin by understanding what matters to you. We then keep your plan under regular review as your needs evolve. We help you plot a course for your financial future.
Explore our services below. To arrange a confidential, no-obligation conversation, simply leave your details and a member of our team will be in touch.
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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.
