Providing trusted insurance services tailored to meet your unique needs at every stage of life, ensuring peace of mind and financial security for you and your loved ones.
Legacy Life and Finance are a small family business providing trusted insurance services tailored to your unique needs. Based in Huddersfield, we proudly serve clients across the UK, offering personalised solutions to help you safeguard your future.
At Legacy Life and Finance, we understand the importance of a personal touch. We believe in building strong relationships with our clients, taking the time to listen and understand your individual requirements. Our dedicated team are committed to working closely with you to find the right insurance solutions that align with your goals and give you peace of mind.
Whether you are looking for life insurance, equity release, or private medical insurance, we prioritise your needs above all else. We understand that everyone’s situation is different, and we will spend as much time as necessary to ensure we find the perfect fit for you.
As a family business, we take pride in treating our clients like part of our own family. You can trust us to guide you through the complexities of insurance, providing clear and transparent advice every step of the way.
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As a family business, Legacy Life and Finance ensures a personalised experience where you will have the advantage of dealing with a single dedicated point of contact throughout your entire journey.
Our team actively engages in regular training and personal development programs, including continuous professional development (CPD), to stay at the forefront of industry trends and provide you with the most up-to-date and knowledgeable advice.
We are a nationwide insurance provider with a local touch. While we are proudly based in Huddersfield, we extend our services across the entire UK, ensuring that individuals and families nationwide can benefit from our expertise and tailored solutions.
Legacy Life and Finance Ltd is an appointed representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority (FCA).
New Leaf Distribution FCA Number: 460421 – Legacy Life and Finance Ltd FCA Number: 829410
Registered in England – Our company number: 11936811
Registered Office: 21 Church Street, Horbury, Wakefield, WF4 6LT
This website is aimed at UK residents.
Equity release may involve a lifetime mortgage which is secured against your property or a home reversion plan which requires the sale of property for a discounted price. To understand the features and risks, ask for a personalised illustration. You only continue to own your own home with a lifetime mortgage.
Equity release may impact the size of your estate and it could affect your entitlement to current and future means-tested benefits.
Will Writing and advice on Lasting Powers of Attorney are not regulated by the Financial Conduct Authority.
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