About Us

Happier, not just wealthier.

Liberate design tailored financial plans that focus on achieving the best outcomes for you and your loved ones.

“A goal without a plan is just a wish” – Antoine de Saint Exupery

Empowering you to make sound financial decisions.

By working with a financial planner, you can gain greater clarity and confidence around your financial decisions, and take concrete steps towards achieving your long-term financial wellbeing.


Private clients



Ltd Company Directors

Professional Firms

Hear from our existing clients…

“I felt that we were in a good financial position but after seeking Rob’s advice are now in a much better financial position with everything being ‘in one place’ I felt that you were open, honest and guided us through our options in a very patient manner and that you made us feel at ease when making choices ” Lisa Taylor

“Rob has been supporting my wife and I for over 10 years. He has helped and advised us on all aspects of our pensions, investments and income protection including consolidation and tax efficiency. He has an easy but professional style and he really takes time to understand us and our preferences and needs.”Tony Gates

Get a personal consultation.