Welcome to more
Wealth Management with more knowledge, more expertise, more insight, and more empathy.
Every part working together
An orchestral performance brings different instruments and individual talents together with a shared purpose. Good financial planning also depends on understanding how each part contributes to the whole.
Legacy Wealth Management is proud to support the Ulster Orchestra and its contribution to cultural life in Northern Ireland.
Our Family Wealth Office specialises in advising high net worth individuals, families and businesses. We consider how your investments, pensions, property and business interests work together to support your goals and the people who matter to you.
Each client’s circumstances are different. We begin by listening, then develop carefully tailored advice that reflects your priorities, with regular reviews as life changes. We help every part to work together.
Explore our services below. To find out how we could help bring your financial affairs together, leave your details and a member of our team will be in touch for a confidential, no-obligation conversation.
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.
