Legacy Planners UK have access to the leading provider of niche asset protection and management services in the UK.
We use our diverse experience to understand and identify opportunities within a complex and dynamic financial environment. We are not constrained by convention, but neither do we promote unnecessary risk.
Operating from Glasgow, we also work with representatives across the UK to transform financial opportunity for our clients.
Experience
Principles of our work
RELATIONSHIPS
Ensuring that Strong Relationships with our clients to ensure they maximise the options they have access to.
DISCRETION
We understand the importance of our client confidentiality and privacy.
ADDED VALUE
With access to our Strategic Partner network who are at the highest standard of their selected profession. Access to ‘The Society’ Bespoke selected VIP access for our clients.
Working Together
BUILDING LONG-TERM RELATIONSHIPS
At Legacy Planners UK, we build long-term relationships with our clients based on fairness, loyalty, and trust. The basis for that relationship can be summarised in five key steps.
As part of our long-term relationship we will work with you to maintain your solution’s integrity within the dynamic financial environment.
Based on our knowledge of your objectives, we may also suggest additional relevant services as they arise.
Five Key Steps
What we do
We are proud of building pro-active long-term relationships with our clients by offering our unique expertise and exceptional support across a selected range of services.
Our services include:
Our clients
Sole Traders, Partnerships, Limited Companies, Directors, Shareholders. Other categories are Property Owners and Collectors of Assets
Become our client
