Address: 5th Floor, Quay Gate House, 15 Scrabo Street,Belfast BT5 4BD
Phone: +44 (0) 28 9045 4300
As a solicitor, accountant or insurance broker, within our network, it could be extremely beneficial to be able to offer your clients access to financial advice from a trusted source.
Having a financial plan in place is core to an individual achieving their goals, both in a personal and financial capacity.
Legacy Private Wealth can offer an Investment Solution and a Review Service tailored to your own specific needs and objectives. Our investment Solutions are created and monitored by our in house Investment Committee.
Establishing a sound financial strategy is a major step towards making the right choices to secure the rewarding lifestyle that you wish to lead. However, true security comes with the knowledge that, as the world around you changes, your strategy also needs to evolve – not simply to address those changes, but to benefit from them wherever possible. In this way, your financial strategy becomes a dynamic plan that continually helps you to keep making the right choices and achieve your goals and Legacy Private Wealth offer four review services to help you with this.