Experience

Legacy Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Associate Director

  • Mar 2023 - Present

• Paraplanning Manager

  • Oct 2017 - Present

  With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth management services. Legacy provide comprehensive financial planning with an unsurpassed level of personal care to both private individuals, families and businesses seeking to actualise their aspirations. Legacy draws on their empathetic and expert team of trusted advisers and extensive support team, to partner with and proactively anticipate client needs to maximise their success into a trusted strategy for generations to come.Due to increasing demand for tailored, high quality service from its clients across all areas of life and wealth, Legacy has launched and provides two flagship services – Legacy Lifetime and Legacy Business. Legacy Lifetime serves high net worth private clients, combining financial planning with investment and risk management to seek more than just a return on investment, but to see an individual’s life return a legacy. Backed by Legacy’s bespoke, revolutionary investment philosophy – Legacy Lifetime methodically combines expert financial organisation, investment, accountability, objectivity, proactivity, education, and partnership to deliver lasting success for individuals who want to turn their hard work into a heritage. Legacy Business serves local businesses, entrepreneurs and directors in offering a completely integrated client solution with a full range of corporate financial services covering group risk management, workplace pensions, financial planning and employee engagement. Legacy takes pride in establishing life-long relationships with their clients that often span generations of family and business. If you’d like to take the first step in turning your life into a legacy, we’d love to hear from you. Expect More. Show less



Navigate IFA Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Jul 2016 - Oct 2017



Davy

• Ireland
• Financial Services
• 700 & Above Employee

• Financial Services Administrator

  • Jul 2013 - Jul 2016



LANYON ASTOR BULLER

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Services Administrator

  • Nov 2006 - Jul 2013