QUIET LEGACY PLANNING GROUP

Quiet Legacy was founded with the belief that values-based financial planning is all too rare. Much of the industry is too focused on product rather than planning. We strive to make a difference in your planning by starting with explorations of your personal values. Then, and only then, do we look at solutions to fit your situation. Our clients are volunteers, change-makers and givers who are deeply involved in communities, and are often charitable in nature... We believe that it is just as important to live and work within our own value framework as an organization. For us, it is important that we work with clients who are community-minded and charitable towards others. We prioritize the health and wellbeing of our employees and their families. Every member of our firm dedicates a half-day each week to walking in nature. This practice helps us maintain our creativity, mental health and focus. Each of us is committed to a significant amount of volunteer time within our communities.....

Also known as: Quiet Legacy, Quiet Legacy Planning Group Ltd.

Primary location: London