About us.

Learn more about us and our mission.

Our aim is to help others create their legacies through securing their mortgages, insuring their health with protection products and Will & Estate Planning. 

About Legacy Financial & Legacy Estate Planning

Legacy Financial was founded in 2020. After working for UK Banks and Estate agents James McGowan decided to
create his own Legacy by creating the mortgage and advice practice and in turn, help others create their Legacies through securing their mortgages and insuring their health with protection products.

Since then, we have specialised in NHS & Emergency services colleagues having strong family ties to these sectors but does not limit our clientele.

We work alongside Pension & Investment Advisors and also Estate agencies.

We also have a team of Will and Estate Planning experts with a combined legal experience of over 35 years who are on hand to protect your legacies.

At Legacy, we pride ourselves on our down to earth and relatable approach and look forward to creating and protecting your Legacy.

Our background.

At Legacy Financial we have a background of knowledge having working the UK banks and Estate Agents. Our ethos is to help create a Legacy for the families and individuals we deal with that’s why we named the company after our intentions.

We provide a host of services directly and through our partners to help your journey. 

We appreciate that this is a complex process that can be a minefield at times. That’s why our aim is to relieve the stressful process and provide solutions to problems.

Our partners have been carefully selected and all share the same approach and same goal as ourselves.

Down to Earth, simple advice whilst having your Legacy at the forefront of everything we do.

Reasons to choose us...

There’s a lot of options when it comes to choosing a broker, here’s a few of the reasons why we could be right for you.

Expert advice

We are experts in our field. So we can provide you with specialist advice tailored to your needs.


We understand that time creeps up on you, therefore our appointment times are flexible.

Bespoke service

Everyone’s situation is different, so we will offer a bespoke service to you, to ensure your requirements are met.

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