Legacy Wealth can trace our roots right back to 1984, when the company was founded as an offshoot of a well known local insurance broker.
From our small beginnings we have grown to become one of the province's leading IFA practices, offering a wide range of specialist services to corporate and personal clients. In summer 2008 the management team led a successful buyout of the financial services business which was rebranded as Legacy Wealth and re-located to our current premises, adjacent to Belfast's Odyssey complex.
Our business vision sums up our client-centred approach - and everything we do is aimed at supporting our vision. We like to keep it simple! Of course like many simple ideas, putting these into practice is often far harder and we continue therefore to invest heavily in our IT systems, staff training and cashflow modelling tools to provide innovative and effective financial solutions.