Legacy Capital Management was founded with a clear vision: to provide personalised financial guidance to individuals at every stage of their investment journey. Based around London and the Home Counties, our Practice is dedicated to helping clients navigate the complexities of financial planning with confidence and clarity. From the beginning, accumulation, and growth phases, we offer a comprehensive suite of services including investment management, retirement planning, family protection, mortgages, private medical insurance, and financial wellbeing education.

Our story began with a commitment to education, recognising that financial wellbeing starts with informed decisions. As a proud St. James's Place Partner Practice, we leverage our expertise and resources to build lasting relationships with our clients, ensuring they receive the highest level of personalised service. Our approach is rooted in trust, transparency, and a deep understanding of each client's unique financial goals.

Looking ahead, our future goals include expanding our educational initiatives and continuously enhancing our service offerings to meet the evolving needs of our clients. At Legacy Capital Management, we are passionate about empowering our clients to achieve financial success and secure their legacy for future generations.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.