Legacy Wealth Management Limited
Reference number: 717307
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
15-17 Chichester Street, Belfast, BT1 4JB, Northern Ireland
In the full report: 3 background checks, 1 thing worth a closer look
- When legacywm.co.uk first appeared online, and whether it can receive email
- What kind of line 028 9045 4300 is
- Who else gives the postcode BT1 4JB
Other names (2)
If you were contacted under any of these names, it is this firm.
- Legacy Trading name: A name it trades under now.
- Legacy Private Wealth Limited Former name: A name it was registered under before.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- NI628117 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 December 2014 (11 years old)
- Registered office
- 15 -17 Chichester Street, Belfast, BT1 4JB, Northern Ireland
- Nature of business
-
- Fund management activities (SIC 66300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Keith John Liggett | Director | Nov 1971 | 1 Dec 2014 | 3 other companies |
| Gillian Margaret Rea | Director | Mar 1975 | 1 Dec 2014 | 1 other company |
| Brian Martin Gillan | Director | Apr 1972 | 1 Oct 2026 | 2 other companies |
| Simon Howley | Director | Dec 1973 | 1 Oct 2026 | None |
| Laura Cosgrave | Secretary | Not published | 1 Oct 2026 | – |
Other companies run by these 4 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 6
- closed down
- 3
- still active
- 3
In the full report: all 6 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£1.19m
+75% from £680k
Cash at bank
£1.03m
+3.6% from £997k
Employees (average)
28
−6.7% from 30
Owed within a year
£591k
+38% from £428k
Assets and liabilities
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company NI628117. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Legacy Wealth Management’s history from the FCA register and Companies House, newest first.
2026
1 October 2026
- AIB Group PLC took control (75–100% of shares)
- Keith Liggett gave up control
Companies House
2021
20 May 2021
- Changed its registered name from "Legacy Private Wealth Limited"
FCA register
2016
6 April 2016
- Keith Liggett took control (75–100% of shares)
Companies House
1 February 2016
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2014
1 December 2014
- Incorporated at Companies House
Companies House
In the full report: all 16 events
- All 16 events in its history (7 shown here)
- Every director appointment and resignation: 6
Firms like Legacy Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Belfast
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Legacy Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 6 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- All 16 events in its history
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Frequently asked questions about this firm
Is Legacy Wealth Management Limited FCA authorised?
What is Legacy Wealth Management’s phone number and website?
Is Legacy Wealth Management a scam or clone?
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Who owns Legacy Wealth Management?
Who runs Legacy Wealth Management?
How long has Legacy Wealth Management been in business?
What do Legacy Wealth Management’s latest accounts show?
Does Legacy Wealth Management use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk