Legacy Wealth Management

Legacy offers financial planning services that are independent and tailored to individual client needs. The approach focuses on building trust and fostering long-term relationships with clients.
  • Estate planning
  • Pension planning
  • Wealth management
  • Investment advice
  • Financial planning

Size
Small
Phone
N/A
Email
N/A
Locations
15-17 Chichester St, BT1 4JB
02890454300
9:00 - 17:00
21 The Calls, LS2 7EH
01159721224
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Bluecoat Wealth Management
Bluecoat Wealth Management is an independent Chartered Financial Planning firm that has been assisting successful individuals and families in aligning their values and wealth for over a decade.
Tingley & Cooper
Tingley & Cooper is a wealth management firm that provides independent financial advice and investment planning services.
Company Details
Legacy Wealth Management is operated by Legacy Wealth Management Limited and is a Active company incorporated on 1 December 2014 with the registered office located in Belfast, County Antrim. Legacy Wealth Management Limited was registered 10 years ago.

Status
Active
Size
Small
Directors
2
Age
10 years old
Employees
30
Turnover
Unreported
Total Assets
£1.28M
Cash in Bank
£997.2K
Total Liabilities
-£603.81K

Director • PSC • Managing Director • British • Lives in Northern Ireland • Born in Nov 1971
Director • British • Lives in Northern Ireland • Born in Mar 1975