Legacy Wealth Management is a family run business established since 1993. Mark’s daughter Hayley joined the practice in 2014 and has since helped the practice expand across the Harrogate and Leeds region. Mark and Hayley believe the most important aspect to financial planning is spending the time getting to know their clients individually and building a long lasting and trusted relationship.
Legacy Wealth Management is a Partner Practice of St. James’s Place Wealth Management. St. James's Place is one of the UK's leading wealth management organisations, managing client funds of £65.6 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management.
As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winning FTSE 100 company.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership.
Mark and Hayley believe the most important aspect to financial planning is spending the time getting to know their clients individually and building a long lasting and trusted relationship. They also fulfil regular reviews with their clients to ensure changes in their situation are taken into account making adjustments to their financial plan where necessary.
Legacy Wealth Management provides professional advice for both private and corporate clients in the following areas:
- Investment Planning to suit both individual time scales and attitude to risk and reward
- Retirement Planning from reviewing what plans clients currently have in place to starting a retirement plan from the beginning
- Personal and Business Protection to underpin their financial goals
- Estate Planning and Inheritance Tax Mitigation helping clients with their succession planning