Our mission is to provide you and your family with an expertly crafted personal plan to ensure you can all enjoy the lifestyle you dream of rather than simply the lifestyle that you can afford.
Our approach
At Legacy Wealth Planning, we support individuals, couples, families, and businesses across the UK in building and protecting their financial legacy. While we offer nationwide advice, our roots are firmly in Essex and Suffolk, where we've proudly served clients for over 30 years. We provide expert, easy-to-understand financial guidance delivered with integrity, clarity, and a personal touch.
Why choose us?
With over 30 years of experience in the financial services sector and a strong base of satisfied clients, Legacy Wealth Planning specialises in helping you invest and protect your hard-earned money. As fully independent financial advisers based in Essex and serving clients throughout Suffolk and the wider UK, our advice is always tailored to what’s right for you - free from bias, and focused entirely on your long-term financial wellbeing.
Providing you with a safe space
All your appointments will take place in the comfort of your own home or within our local offices in Colchester, Essex with fully private rooms, complimentary tea, coffee and soft drinks, and individualised care. It is very important to us that you feel comfortable and relaxed when chatting through your hopes and goals and your financial needs.
In-person and remote options
Our office is conveniently located in Colchester., Essex Can’t make it into the office? No problem – we’ve got you covered with remote appointments or we can meet in the comfort of your own home - I’ll even bring the biscuits!
Our services
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INHERITANCE TAX PLANNING
Protect and grow your assets with strategic, tax-efficient advice focused on long-term security and generational wealth.
*The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
*HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
*Taxation is not regulated by the Financial Conduct Authority.
*Tax concessions are not guaranteed and may change in the future. Tax free means the investor pays no tax.
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RETIREMENT PLANNING
Secure your retirement with expert pension advice tailored to your future goals, income needs, and peace of mind.
*A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
*Tax concessions are not guaranteed and may change in the future. Tax free means the investor pays no tax.
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INVESTMENTS
Make your money work smarter with clear, goal-driven savings strategies built around your priorities and financial wellbeing.
*The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Meet our team
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Richard Metherell - Owner
Richard is an Independent Financial Adviser with over 30 years’ experience and a Level 4 Diploma in Financial Advice. He specialises in Wealth Management, Retirement Planning and Inheritance Tax Planning
*Tax treatment is based on individual circumstances and may be subject to change in the future.
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Hayley Evans - Group Administrator
Hayley is the group administrator and you’ll likely hear her voice when you call us here at Legacy Wealth Planning.
With over 30 years administration experience, she is a friendly and welcoming face offering you reassurance and efficient service whenever you get in touch with us.
