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Home > How We Can Help

How We Can Help

Wealth Management & Tax Planning Specialists

PERSONAL FINANCIAL PLANNING

A financial plan is a series of steps used by an individual or business, the progressive and cumulative attainment of which are designed to accomplish a final financial goal or set of circumstances, e.g. elimination of debt, retirement preparedness, etc.

Within Financial Planning we offer a variety of advice services including:

Full Holistic Advice

  • Comprehensive advice, focusing on all aspects of your financial affairs and putting in place a tailor-made lifetime financial plan
  • Identifies and takes into consideration the entirety of your financial situation both present and into the future
  • All aspects of your finances, goals, objectives, lifestyle and ideals are analysed as a whole

Limited Advice

  • You do not wish us to look at all aspects of your financial situation at once
  • You would like us to investigate a particular area of advice, ie estate planning
  • You have a specific need / requirement.
  • We will make independent recommendations based on your particular advice need
  • Transactional Based

No Advice / Execution only. Legacy Private Wealth will undertake a transaction at your specific request. We will not comment on the product or its suitability for you.

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WEALTH MANAGEMENT

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.

Investment Solutions

  • A passive approach
  • An active approach
  • Tax Efficient Solutions
  • Discretionary Service
  • Bespoke solution including Structured & Capital Guaranteed Products

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.

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