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 Senior Partner Practice of St. James’s Place Wealth Management. St. James's Place is one of the UK's leading wealth management organisations. The company was founded in 1991 by the late 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 St. James’s Place’s distinctive investment management approach. As a client of St. James’s Place Wealth Management you will have the backing and re-assurance of investing with a FTSE 100 company.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products
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
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.