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.
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.
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