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We partner with various companies to expand our offerings and services, helping you create a legacy.
James has spent his years in the banking and mortgage industry since leaving school.
He soon discovered his love and passion for helping people whilst working in a local high street bank. Since then James gained experience in estate agencies before leaving to set up Legacy Financial.
The company name is at the heart of his purpose which is to create a legacy for himself and his clients.
You can contact James by emailing him at james@legacyfinancial.co.uk
Having worked alongside James in previous companies, George has grown through our support team into a highly successful advisor. He provides a full start to finish service liaising with estate agents and solicitors to get his clients cases over the line. George has become extremely well known in his local area of Wickersley, Rotherham and surrounding areas.
You can contact George by emailing him at george@legacyfinancial.co.uk
With over 30 years of financial services experience Sarah has taken on a new role of Operations Manager within Legacy Financial. Having built a tremendous reputation as a Mortgage Broker within the Hope Valley, Peak District and prestigious areas of Sheffield, Sarah now hones her skills on running and growing the business, assisting advisers and administration staff alike.
You can contact Sarah by emailing her at sarah@legacyfinancial.co.uk
With over 30 years of financial services experience Sarah has taken on a new role of Operations Manager within Legacy Financial. Having built a tremendous reputation as a Mortgage Broker within the Hope Valley, Peak District and prestigious areas of Sheffield, Sarah now hones her skills on running and growing the business, assisting advisers and administration staff alike.
You can contact Lauren by emailing her at lauren@legacyfinancial.co.uk
With over 30 years of financial services experience Sarah has taken on a new role of Operations Manager within Legacy Financial. Having built a tremendous reputation as a Mortgage Broker within the Hope Valley, Peak District and prestigious areas of Sheffield, Sarah now hones her skills on running and growing the business, assisting advisers and administration staff alike.
You can contact Lewis by emailing him at lewis@legacyfinancial.co.uk
Our youngest member of staff but arguably one of our most valuable, Harry has been responsible for making sure every client’s case is dealt with as efficiently and smoothly as possible since Legacy Financial was born. At the age of 18 Harry has already achieved 50% of his mortgage qualifications showing the passion he has towards his career.
You can contact Harry by emailing him at harry@legacyfinancial.co.uk
