Legacy Wealth Management

Wealth Management with more knowledge, more expertise, more insight, and more empathy.    We are thrilled to formally unveil our refreshed brand identity and new website (www.legacywm.co.uk). We believe that our new brand better reflects the specialist service we offer and aligns more closely with our vision and ambitions for the future.   We have worked hard to create a new visual language that accurately depicts who we are and the unique value we seek to bring to our new and existing clients. The final message that emerged from this brand development was simple but one we think that every client should bear in mind when considering their future – Expect More. From all of us at Legacy, we would be extremely grateful if you would take time to browse the website at a time of your convenience, and perhaps consider drawing this to the attention of any clients, colleagues or friends that may be interested. #wealthmanagementservices #financialplanning #investingstrategy #expectmore

Organised and facilitated by our Business Development Associate, Garth Maxwell, Legacy Wealth Management are very proud to hear about Royal Ulster Yacht Club's very successful presentation, in Barcelona last week, of the “Sir Thomas Lipton Memorial Trophy” to Ben Ainslie, the INEOS team, along with The Royal Yacht Squadron. This trophy was presented to the winning Boat and Yacht Club of the “Challenger Series” in each America’s Cup yacht racing event. Unfortunately, the INEOS / RYS team could not defeat the New Zealand team for the America’s Cup, which finished on Saturday afternoon. Hopefully, next time they can go one stage further and win the AC for the first time in its long history. #sirthomasliptontrophy #Americascup #royalulsteryachtclub #legacywealthmanagementpresentation #sailingteamwork

Yesterday, Legacy Wealth Management representatives Alex Price, Garth Maxwell and Paul Neely had the pleasure of attending the NI Chamber Regional Networking event at the Marine Hotel Ballycastle. It was a great opportunity to connect with local businesses, share insights, and explore new ways to collaborate. Thank you to Caroline Coyle MCIM and the rest of the NI Chamber events team for another great event! #nichamber #regionalnetworking #businessdevelopment

Legacy Wealth Management continues to expand their Professional Financial Services Team and would like to extend a very warm welcome to two new work colleagues. Alex Price brings a wealth of experience, providing financial planning advice to high net worth individuals. Alex will continue to focus on enhancing Legacy’s market presence throughout NI and Lisa Spruce, Financial Planning Assistant, is of great value to our Administration and Client Service Team, bringing with her 20 years of experience within financial planning. We wish them both every success in their new working environment! #newroles #professionalfinancialservices #legacyteam

😁 A big thank you from Legacy Wealth Management to the Mills Selig team for a super fundraising event yesterday, in aid of their chosen charity, Dementia NI in which over £1,000 was raised. The afternoon’s activity, created by Brilliant Trails, was energetic, great fun and the quality of hospitality, supplied by Emma at Gourmet Grazing NI, was first class, enjoyed in the stunning location of The New Orpheus Bar 😁 #professionalconnections #fundraisingideas #teambuilding

🏑 The Ulster Hockey Legacy Wealth Management Premier League 2024 / 25 season is already off to a thrilling start!🏑 With Portadown currently leading the charge and last year’s champions Queen's University Belfast, close behind separated only by goal difference, the competition is fierce and promises an exciting season ahead. Legacy Wealth Management is proud to be associated with such dedicated teamwork whose passion for the sport is clearly evident. Wishing continued success to all teams for the rest of the season! #ulsterhockey #legacypremierleague #teamsport #hockeycommunity

🍎 Celebrations in the Big Apple! 🍎 🏅 Congratulations Keith Liggett on your ‘awesome’ achievement! 🏅 In aid of the Simon Community Northern Ireland, Keith challenged himself by participating in Rat Race Adventure Sports ‘Source to City’ NYC event, following the Hudson River on bike, foot and in a kayak for over 300 miles, on this epic 4 day descent to its’s end in the ‘Big Apple’. If you’d like to support this incredible cause, please consider sponsoring here: https://lnkd.in/eq77pZs9 #sourcetocity #endinghomelessness #celebrations #NYC

🚣♂️ Source to City Challenge Update! 🚴♂️ It’s a very exciting day for Keith Liggett as he embarks on the final day of his four day epic, multi-sport descent of the mighty Hudson River, from source to it’s end of course in the bright lights of the ‘Big Apple’.  ✅ Day 1: Keith started strong with an 18– mile hike up Mount Marcy, which took an impressive 12 hours, followed by a 35-mile night cycle. 🏔 ✅Day 2: A relentless 120 – mile cycle pushing through both the distance and the fatigue. 🚵♂️ ✅Day 3: Keith completed a 55-mile cycle then switched gears for an 11-mile kayak. 🛶 ⭐ Final Day: Keith will tackle a 55-mile cycle followed by a 13 mile run to finish the challenge with a flourish. 🚴♂️🏃♂️ The determination and stamina Keith has shown so far are truly inspiring! Keep going Keith, we’re cheering you on all the way! 👏 Keith is doing all of this to raise vital funds for Simon Community Northern Ireland. If you’d like to support this incredible cause, please consider sponsoring here: https://lnkd.in/eq77pZs9 #sourcetocity #ratraceadventures #endinghomelessness #challenge

Exciting times ahead as Keith Liggett travels to America for the incredible Rat Race Adventure Sports Source to City challenge, all in support of Simon Community Northern Ireland. 🚴♀️ As Keith pushes his limits hiking, biking and kayaking 300 miles, you can help make a difference by supporting this worthy cause. Every donation counts and will directly impact the lives of those in need. 🏃♂️ Donate Here: https://lnkd.in/eq77pZs9 #RatRace #SourceToCity #SimonCommunity #MakeADifference

⭐ Legacy had a great time exhibiting at NI Chamber Festival of Business this morning.⭐ A big thank you to everyone who stopped by our stand and entered the draw for our hamper. Congratulations to our lucky winner, Chris Haddock from VANRATH. 🍾 #nichamber #festivalofbusiness #networking #winner