The Belfast wealth management company has seen ‘significant growth’ throughout 2021

Garth Maxwell, newly appointed Business Development Associate at Legacy Wealth Management, alongside Gillian Rea, Chief Operating Officer and Keith Liggett, Managing Director

Based in Belfast city centre, Legacy Wealth Management (Legacy) offers a bespoke, comprehensive and independent financial planning service for families and individuals, businesses and trustees.

Over the past 12 months, Legacy has grown its team by 20%, with new roles including Business Development Associate, Investment Analyst and Head of Marketing.

New hires include Garth Maxwell, former head of private banking at Danske Bank. With over 30 years of experience in the financial services industry, Garth will provide ongoing high-level guidance to Legacy in his role as Business Development Associate.

Register to our daily newsletter

The newsletter mute the noise

Legacy also expanded its long-standing internal team with key promotions, appointing a new associate director and financial advisor from within its ranks.

The company also invested in a major rebranding exercise, including a new state-of-the-art website with a dedicated customer portal and the roll-out of new bespoke branding and marketing materials.

Managing Director Keith Liggett explained that the company’s growth has been supported by continued investment in response to growing market demand for its services: “We have seen a steady and continuous increase in demand for our services in recent years. years, and particularly in the past 18 months. .

“There is no doubt that the global pandemic has led to an increase in the number of new clients seeking our support and expertise. Covid-19 has seen a surge in the appetite for sound financial planning as people reassess their lifestyles and seek to make expert informed choices about their finances, investments and pensions.

“The fact that they chose Legacy as their wealth management partner of choice is a testament to the caliber of our market-leading team, which now includes eight financial advisors and business support professionals.

“Over the past few years, we have responded to client demand by investing in the growth of this team with cutting-edge talent and expertise and maintaining our strong reputation for providing exceptional strategic advice across a wide range of financial and business considerations. investment.”

According to Liggett, Legacy has also seen a marked increase in the number of clients seeking a second opinion on advice they have received elsewhere.

“It’s always wise to get a second opinion when making important decisions in life, whether it’s buying property, seeking medical expertise, or investing for your future. We strongly recommend that individuals and families seek a second opinion review of their wealth portfolio to ensure they are making the best and most valuable decisions for themselves and their loved ones, now and for the future.

This proven success is in large part due to Legacy’s investment strategy based on key principles that have been tried, tested and validated over many years – complemented by its commitment to extensive research and sharing of key decisions within an investment committee that benefits from an in-depth understanding of the market. behaviours.

A message from the editor:

Thank you for reading this story on our website. While I have your attention, I also have an important request of you.

In order that we may continue to provide high quality and reliable local information on this free site, I also ask that you please purchase a copy of our newspaper whenever you can.

Our journalists are highly trained and our content is independently regulated by IPSO to some of the most rigorous standards in the world. But being your eyes and ears comes at a price. We therefore need your support more than ever to buy our newspapers during this crisis.

With the coronavirus lockdown having a major impact on many of our valued local advertisers – and consequently on the advertising we receive – we are counting on you more than ever to help us bring you news and information by purchasing a copy of our log when you can safely.

You can also enjoy unlimited access to the best news from across Northern Ireland and the UK by subscribing to

With a digital subscription, you can read more than five articles, see fewer ads, enjoy faster loading times, and access exclusive newsletters and content. Visit now to subscribe.


Comments are closed.