Legacy Planning Partners

EXPERIENCE. INTEGRITY. FINANCIAL CLARITY.PLAN WITH PURPOSE. LIVE WITH CONFIDENCE.BUILDING LEGACIES THAT LAST.YOUR LIFE. YOUR GOALS. OUR EXPERTISE.

Guiding You Towards Financial Clarity and Confidence.

Legacy Planning Partners

A Trusted Partner on Your Financial Journey.

We act as your sounding board and strategist – helping you make informed decisions, overcome uncertainty, and achieve peace of mind.

Experience

With decades of experience and numerous clients whom we have assisted to identify, approach and achieve their financial and life goals.

50+ years experience

Expertise

From Pensions and retirement planning to Inheritance and estate planning, we have the expertise to provide answers and implement solutions.

Guiding you towards financial confidence

Our Process

We will consider your circumstances and employ our experience to recommend what’s best for you, creating a personalised plan that’s built around your values and goals.

A personalised planned approach

With decades of experience, Legacy Planning Partners helps you understand what truly matters and create a financial plan that secures your future and your legacy.

Legacy Planning Partners

Our Identity

Legacy Planning Partners are a dedicated Financial Planning firm comprised of established market practitioners with decades of experience and numerous clients who have been assisted to identify, approach and achieve their financial and life goals.

We are a trusted partner and sounding board, aiming to respond to your needs and help you to articulate what is truly important to you. We will develop a strategy which makes sense in the short, medium and long term to enable you to make the most of the opportunities available.

Legacy Planning Partners

Our Expertise

Our craft enables us to provide answers and implement solutions, but it begins with us working with you to fully comprehend your position and identify your key priorities.

We will put you at ease and sensitively build a comprehensive picture across the full spectrum of your needs, which will encompass some or all of the following considerations.

Pensions and retirement planning: understand how much you need for a comfortable retirement and create a resilient, tax-efficient plan to help you achieve your ambitions for life after work.
Inheritance and estate planning: carefully analyse your long-term needs and your succession plan to align the distribution of your assets according to your wishes.
Financial protection: safeguard your family, loved ones, and business interests with a tailored plan that takes care of those that matter most to you.
Investing: find the optimal mix of investments to deliver your plans, align to your perceptions of risk and accommodate any of your ethical preferences

Legacy Planning Partners

Our Process

We will consider your circumstances and employ our experience to recommend what’s best for you, creating a personalised plan that’s built around your values and goals. To get to the end we take the following steps.

Getting to know you: spending time understanding your goals and objectives to inform a personalised plan.
Examining your options: analysing your situation and providing a detailed recommendation.
Agreeing the plan: discussing the plan with you and ensuring you understand and are comfortable with the approach.
Putting the plan into practice: implementing the agreed-upon plan, taking the administrative burden away from you.
Reviewing the plan: discussing the plan with you annually to ensure it remains aligned with your goals and objectives.

By taking control of your financial future and seeking the guidance and ideas of a skilled financial planner, you can unlock the full potential of your resources and help you achieve your goals with confidence.

Legacy Planning Partners

Your Questions

People can often be uncertain about what steps they should take and whether they would benefit from discussing their worries, hope or dreams with a Financial Planner.

Uncertainty can lead to anxiety and the feeling that some things can wait until tomorrow. Sometimes they can but more often a conversation is a vital first step on the road to security and peace of mind. Our clients will often ask us questions like these :