Legacy Capital
YOUR TRUSTED PATH TO FINANCIAL FREEDOM
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 which is why we always aim to help you make informed financial decisions to achieve your personal goals through bespoke, one on one financial advice”.
David Tarbotton
— Managing Director and Founder
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
“
“We help you plan for the future, not just for yourself, but for generations to come. That’s the power of legacy.”
FOREIGN INVESTMENT IN 2022
POPULATION INCREASE IN LAST 10 YEARS
INCREASE IN WEALTH IN 2022
SUCCESSFUL LEGACY CAPITAL CLIENTS
Our Services
At Legacy Capital, we offer a range of services, from wealth management to universal life cover, tailored to your specific needs and preferences. Our trust is based on our ability to deliver. We are professional, friendly and transparent, and we are always ready to assist you with any questions or concerns. Contact us today and let us show you how we can make a difference in your life.
PENSIONS & PENSION TRANSFERS
Your retirement savings are important. Let us help you transfer your pension to a plan that suits your needs and goals.
OFFSHORE BONDS
Diversify your investments abroad. Our advisors can help you understand the benefits and risks of offshore bonds and find the best option for you.
INHERITANCE PLANNING
Leave a legacy for your loved ones. Our experts can help you create an inheritance plan that is smart and tax-efficient.
WEALTH MANAGEMENT
Your wealth is more than just money. With our expertise and solutions, you can manage your wealth effectively and achieve your financial aspirations.
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.
UNIVERSAL LIFE COVER
Protect yourself and your family from the unexpected. Our agents can help you get a flexible and affordable life insurance that can adapt to your changing needs.
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.
PORTFOLIO REVIEW
Make sure your investments are working for you. Our professionals can review your portfolio and give you honest and professional advice on how to optimize it.
Our Services
At Legacy Capital, we offer a range of services, from wealth management to universal life cover, tailored to your specific needs and preferences. Our trust is based on our ability to deliver. We are professional, friendly and transparent.
PENSIONS & PENSION TRANSFERS
Your retirement savings are important. Let us help you transfer your pension to a plan that suits your needs and goals.
OFFSHORE BONDS
Diversify your investments abroad. Our advisors can help you understand the benefits and risks of offshore bonds and find the best option for you.
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.
UNIVERSAL LIFE COVER
Protect yourself and your family from the unexpected. Our agents can help you get a flexible and affordable life insurance that can adapt to your changing needs.
WEALTH MANAGEMENT
Your wealth is more than just money. With our expertise and solutions, you can manage your wealth effectively and achieve your financial aspirations.
PORTFOLIO REVIEW
Make sure your investments are working for you. Our professionals can review your portfolio and give you honest and professional advice on how to optimize it.
“Our cutting-edge financial tools enable us to optimise value for investors, delivering outstanding performance, security and customer care”.
“With our proven track record of success, we at Legacy Capital can offer investors reliable returns and transparent communication, demonstrating our professionalism and excellence in every aspect of our work.”
How We Can Help
From the initial consultation to the ongoing review cycle, we are committed to providing personalized advice and support to ensure you stay on track towards your financial goals. Let us take you through the key stages of our onboarding process, where our qualified advisers will be by your side, making your financial dreams a reality.
Initial Consultation
Face to face or Zoom meeting where our qualified advisers will get an overall view of your financial position and your objectives and provide an introduction to who we are and the services we provide. We will gather any relevant information in order for us to prepare our recommendation.
Analysis
Using the information we have learned about you and your objectives from our initial meeting, we will perform the necessary research and analysis in order to prepare the recommended solutions and a bespoke financial planning strategy in order to help you to reach your goals.
Presentation
We will meet again where we will present to you our recommendations and ensure that you understand the reasons behind this and how it can benefit your financial planning goals and objectives and of course answer any questions.
Implementation
We will then provide you with the necessary information and paperwork and then we will work to put in place the recommended plans or products with the relevant providers.
Review Cycle Begins
Once you receive confirmation from us that your financial plans are in place, we will monitor and review your financial position and objectives on an ongoing basis. We will be available for you to contact at any time should you have any queries or questions, and we will offer you regular review meetings according to a review frequency of your choosing, which will have been agreed at the presentation meeting.
Get In Touch…
GET THE FINANCIAL ADVICE YOU WANT TODAY
We offer bespoke and robust financial planning services that are tailored specifically to you. Our team of experienced financial advisors will help you make informed financial decisions to achieve your goals through personal, one-to-one financial advice.
Email us
HELLO@LEGACYCAPITALFA.COM
Address
DUBAI MARINA, DUBAI
Call Us
+1 (323)-456-9123