Your goals, our guidance –
achieving greatness together.
Our mission is to help clients achieve their financial goals
through personalised and comprehensive advisory services
Your goals, our guidance –
achieving greatness together.
Our mission is to help clients achieve their financial goals through personalised and comprehensive advisory services
Build, Protect and Transform Your Wealth with Legacy Capital
Our philosophy at legacy capital is to create a sense of freedom in relation to your financial position, helping you towards building a lasting legacy and protecting those you love the most.
We understand that no two clients are the same and therefore we will provide a bespoke and robust financial planning service that will be tailored specifically to you. We will build a relationship with you based on a foundation of honesty and transparency, with our sole goal being to ensure that your needs and objectives are met with the flexibility to transform over time.
We will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice.
David Tarbotton
— Managing Director and Founder
Comprehensive Financial Advice
We offer a wide range of financial planning services, including investment management, retirement planning, estate planning, tax strategies and risk management.
Client-Centered Approach
We build every client relationship on trust and personalise attention. our advisors take the time to understand your financial situation, goals and risk tolerance to create customised plans.
Ongoing Service and Support
We are dedicated to maintaining long-term relationships with our clients, providing continuous support and adjustments to financial plans as your needs and marketer conditions change.
Expert Guidance
With a wealth of knowledge and experience, our team provides informed and reliable advice, helping you navigate complex financial landscapes and make well-informed decisions.
Comprehensive Financial Advice
We offer a wide range of financial planning services, including investment management, retirement planning, estate planning, tax strategies and risk management.
Client-Centered Approach
We build every client relationship on trust and personalise attention. our advisors take the time to understand your financial situation, goals and risk tolerance to create customised plans.
Ongoing Service and Support
We are dedicated to maintaining long-term relationships with our clients, providing continuous support and adjustments to financial plans as your needs and marketer conditions change.
Expert Guidance
With a wealth of knowledge and experience, our team provides informed and reliable advice, helping you navigate complex financial landscapes and make well-informed decisions.
$13B
foreign investment in 2022
75%
population increase in last 10 years
25%
increase in wealth
in
2022
500+
successful legacy capital clients
$13B
foreign investment in 2022
75%
population increase in last 10 years
25%
increase in wealth
in
2022
500+
successful legacy capital clients
MEET THE TEAM
DAVID TARBOTTON
CEO
EOIN MULLALLY
head of financial planning
REBECCA
COMPLIANCE OFFICER
PENSIONS & PENSION
TRANSFERS
Your retirement savings are important. Let us help you transfer your pension to a plan that suits your needs and goals.
Tax Planning
Pay less taxes legally and ethically. With our strategies and tips, you can find the best tax planning solutions for your income and assets.
Inheritance Planning
Leave a legacy for your loved ones. Our experts can help you create an inheritance plan that is smart and tax-efficient.
Investments
Grow your money and reach your financial goals. With our guidance and support, you can find the best investment opportunities for your situation and risk appetite.
How We Charge
At Legacy, we believe that financial advice should be a continuous, holistic service rather than a one-time product sale. Unlike many advisory firms in the UAE, we do not accept commissions from third parties.
Many clients in the UAE are unaware of the significant commissions they pay upfront and continue to pay, which can negatively impact their overall returns.
We want our clients to know that we always act in their best interests. Our fees are agreed upon directly with our clients, ensuring they only pay us if they receive value for our services.
We adopt this fee structure to maintain complete transparency, giving clients confidence that we always prioritise their best interests.
Get your financial
health check
With one of our financial advisors – the first meeting is on us.