Preparing for your future; now.

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Financial advice tailored to your needs, working towards creating your legacy.

We are specialists in mortgages and protection advice. Mortgages and protection are arguably two of the most important financial services that you will require in life. Ensuring these products are fitted to your needs is vital in securing comfort now and in the case of unforeseen circumstances.

What can we do for you?

Protection advice at Legacy Financial.

Ensuring you have adequate and appropriate protection plans is vital in cementing your legacy and making sure your family and expenses are taken care of in unforeseen circumstances. 

Mortgage advice at Legacy Financial.

We offer mortgage advice on all aspects of mortgages, whether you’re a first time buyer or a landlord with a large portfolio; we can help you.

Equity Release advice at Legacy Financial.

Equity release is a product for over 55’s who need to release money from their current property – we have partners who specialise in ER, who can offer you expert advice.

Estate Planning and Will Writing with Legacy.

Having built a large, reputable client bank it was evident that one thing was lacking, Financial Planning.

Day in day out we help clients to create legacies but we now need to ensure that those Legacies are protected.

Mortgage advice at Legacy Financial.

We offer mortgage advice on all aspects of mortgages, whether you’re a first time buyer or a landlord with a large portfolio; we can help you.

Protection advice at Legacy Financial.

Ensuring you have adequate and appropriate protection plans is vital in cementing your legacy and making sure your family and expenses are taken care of in unforeseen circumstances. 

Equity Release advice at Legacy Financial.

Equity release is a product for over 55’s who need to release money from their current property – we have partners who specialise in ER, who can offer you expert advice.

Whatever you require, we're here to help create your legacy.

Whilst you're here, try our calculator.

Why not use our custom calculator? Find out how much your mortgage would cost you per month, within a matter of seconds.