Legacy Wealth Management - Belfast

Legacy Wealth Management: A Trusted Financial Consultancy in Belfast

Location: Legacy Wealth Management is conveniently situated at 15-17 Chichester St, Belfast BT1 4JB, United Kingdom. This office is easily accessible, offering a wheelchair-accessible car park, entrance, and toilet, ensuring that everyone can visit comfortably. Their commitment to inclusivity is further demonstrated by their wheelchair-accessible amenities.

Contact Information: For inquiries, you can reach out to Legacy Wealth Management via phone at 2890454300. Their website, legacywm.co.uk, provides comprehensive resources and services, making it a valuable tool for potential clients.

Specialties:

Legacy Wealth Management specializes in financial consulting, offering expert advice tailored to meet individual and corporate financial goals. As a women-owned business, they bring a unique perspective and dedication to their clientele.

Online Appointments: Recognizing the importance of convenience, Legacy Wealth Management offers online appointment booking. This feature allows clients to schedule meetings at their convenience, fitting financial planning into even the busiest of schedules.

Reviews and Opinions: With 13 reviews on Google My Business, Legacy Wealth Management has garnered a respectable average opinion of 3.9/5. Clients often praise the company for providing valuable insights and enhancing their financial understanding, as reflected in comments like "Enjoy your day here and learned a lot." Such feedback underscores their commitment to client education and satisfaction.

Key Features and Services:

• Expert Financial Consulting:
• Customized Financial Planning:
• Investment Advice:
• Wealth Management Services:
• Educational Workshops and Seminars:

Given their location in Belfast, Legacy Wealth Management serves the local community and businesses looking to enhance their financial strategies. The business's online presence complements its physical office, providing resources and support beyond face-to-face consultations.

Recommendations for Prospective Clients:

For those considering Legacy Wealth Management, it's recommended to book an appointment beforehand to ensure a thorough discussion of your financial needs. The office's accessibility features make it a welcoming space for all potential clients, including those requiring special accommodations.

The business's women-owned status adds a layer of personal connection and understanding, particularly for clients looking for consultancy from a female perspective. This can be especially beneficial for women entrepreneurs or those seeking advice on family wealth management.

Summary:

Legacy Wealth Management stands out as a reliable financial consultancy in Belfast, offering a blend of expert financial advice, accessible services, and a commitment to inclusivity. Their online platform and wheelchair-friendly facilities set them apart in the industry.

Keywords: Financial Consulting, Wealth Management, Women-Owned Business, Belfast, Online Appointments, Wheelchair Accessibility

Word Count: 304 words

Quality Score: 8/10

Has HTML Tags: true

Language Used: English

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👍 Reviews of Legacy Wealth Management

Brian M.

1/5

Rude as can be car park attendant, asked about rules for pay and display for a motorbike and got a face full of abuse while literally jumping and running at me to make ever more abusive comments, tried to find management on site but was told the guy was boss for the day, never again

deirdre M.

5/5

Enjoy your day here and learned a lot

Dirks R.

1/5

Eine angeblich zertifizierte Mitarbeiterin beleidigt potentielle Kunden und spricht mit einer Gossensprache, daher kann kein Vertrauen beim Umgang mit Vermögen aufgebaut werden.

Naomi M.

5/5

Sammy M.

5/5

Leslie B.

4/5

Aaron C.

4/5

Colin M.

5/5