About Legacy Capital Management
Legacy Capital Management was built on a simple belief: that good financial advice should feel personal, honest and genuinely useful.
We are a St. James’s Place Partner Practice serving clients across Buckinghamshire, Berkshire and Oxfordshire, and we have spent the last few years building the kind of long term relationships that only come from taking the time to understand people properly.
Who we work with
We work closely with three groups of people. What connects them is a need for clarity, and for someone who will take the time to understand their situation before ever talking about products or solutions.
Families with a child with additional needs
Families who often carry worries about the future that most financial advisers never have to consider. This is an area we care about deeply and understand personally, not just professionally.
Business owners and landlords
For whom the business or property is frequently the biggest asset, the main source of income, and the thing that keeps them awake at night. Personal and business finances have to work together, and we help you navigate an ever-changing tax landscape.
Professionals
Whose demanding careers mean their own finances too often get pushed to the bottom of the list. They want their money organised without becoming experts in it themselves.
Our approach starts with education
We want the people we work with to understand their options and feel genuinely confident in the decisions they make, rather than being handed a recommendation they do not fully follow.
That belief runs through everything we do, from the first conversation to the ongoing relationship that follows. We explain things in plain language, we set out the trade-offs, and we would far rather you understood the plan than simply took our word for it.
Where we are, and where we work
The Practice is based in Stoke Poges. We meet clients where they feel most comfortable, whether this is at their home, their business, or by video if that is easier.
Most of the people we advise are within about an hour of the office, across Buckinghamshire, Berkshire and Oxfordshire, which is deliberate. It means we can be there in person when it matters.
As we grow, our goal stays the same
We want to be the Practice that people across our area trust with the things that matter most to them, and to help more families, business owners and professionals plan for the future with confidence and peace of mind.
Most of our new clients still come to us because someone they trust suggested they should, and that remains the part of the Practice we are proudest of. Alongside that, we write and publish so that people who are looking for answers can find us and judge for themselves whether we are the right people to talk to.
Come and talk to us
A short, no-obligation conversation is the best way to find out whether we are the right Practice for you. In person or by video.