Welcome to more
Wealth Management with more knowledge, more expertise, more insight, and more empathy.
Seeing the bigger picture
Good hockey players look beyond the ball. They read the game, understand what is happening around them and consider their next move. Financial planning also benefits from that wider perspective.
Legacy Wealth Management is proud to support Ulster Hockey and the community of players, clubs, volunteers and supporters behind the sport.
Our Family Wealth Office specialises in advising high net worth individuals, families and businesses. We take time to understand your circumstances, ambitions and responsibilities before developing advice tailored to your needs.
Your goals might include enjoying retirement, passing on a business or helping children and grandchildren. Our role is to bring the different aspects of your financial affairs together and help you make informed decisions, with regular reviews to keep your plan relevant. We help you to see the bigger picture.
Explore our services below. To discuss your own financial goals, leave your details and a member of our team will be in touch for a confidential, no-obligation conversation.
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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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.
