Meet the team

At Legacy Capital, we know how important it is to secure your financial future and create a lasting legacy for your family and loved ones. That’s why we value personal relationships and direct contact with our clients and our team. We believe that by getting to know you and your unique situation, we can provide better service and advice that suits your needs and goals.

Our team consists of qualified and experienced professionals who share a passion for wealth management and client satisfaction. We are always ready to listen, understand, and help you with any financial challenges or opportunities you may face. Meet our team below and learn more about their backgrounds, expertise, and interests. We look forward to working with you and helping you achieve your financial dreams.

Meet the team

David Tarbotton

Managing Director and Founder

With over 15 years of experience as a Financial Adviser in the UK, David specialises in investment and tax planning for high-net-worth individuals and business owners. David is passionate about generating positive outcomes for his clients, ensuring their financial freedom and maintaining ongoing and trusting relationships is paramount to David as an adviser.

Rebecca Lill

Client Services Director

Rebecca has worked within the financial services industry for 8 years as a paraplanner and a client services manager. Rebecca is responsible for the delivery of our ongoing service proposition, ensuring that our clients and their needs are at the heart of everything we do. Rebecca is Diploma Qualified in financial advice which means her knowledge and expertise assists with ensuring our clients receive the quality advice they expect, as well as the exceptional service that we pride ourselves on.

We Care About Your Legacy

At Legacy Capital, we know how important it is to secure your financial future and create a lasting legacy for your family and loved ones. That’s why we value personal relationships and direct contact with our clients and our team above all else.
Our team consists of qualified and experienced professionals who share a passion for wealth management and client satisfaction. We are always ready to listen, understand, and help you with any financial challenges or opportunities you may face.

David Tarbotton

Managing Director and Founder
With over 15 years of experience as a Financial Adviser in the UK, David specialises in investment and tax planning for high-net-worth individuals and business owners. David is passionate about generating positive outcomes for his clients, ensuring their financial freedom and maintaining ongoing and trusting relationships is paramount to David as an adviser.

Rebecca Lill

Client Services Director
Rebecca has worked within the financial services industry for 8 years as a paraplanner and a client services manager. Rebecca is responsible for the delivery of our ongoing service proposition, ensuring that our clients and their needs are at the heart of everything we do. Rebecca is Diploma Qualified in financial advice which means her knowledge and expertise assists with ensuring our clients receive the quality advice they expect, as well as the exceptional service that we pride ourselves on.
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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.

  • Get personalized financial advice from experienced financial advisors.
  • Tailored long term and short term financial planning services.
  • Make informed financial decisions with our help.
  • Personalized face-to-face financial advice.