About Us

About Liberate Financial Planning.

Feel safe and secure when you’re working with Liberate Financial Planning. Trustworthy and an extremely caring team.

Experience and Expertise You Can Trust.

Choosing the right financial planner is a critical decision.

My Expertise

I’ve been a Financial Planner for 18 years and have extensive experience in helping clients carefully plan for their retirement, make tax efficient investments and navigate more complex financial challenges such as paying for care home fees. I’m passionate about helping my clients plan for a secure future.

My clients tell me they like my relaxed, yet informative approach, and as a result I build lasting relationships.

My qualifications include the Diploma in Financial Planning and an Advanced Diploma in Business & Management in addition to specialist qualifications in Equity Release and Long Term Care. I have also obtained the Level 1 & 2 qualification in British Sign Language.

Outside of work, I enjoy watching and playing sport and keeping fit, mainly so that I can satisfy my sweet tooth!

Areas where I already advise clients include, but are not limited to, are St Albans, Abbotts Langley, Watford, Hitchin, Royston, Bedford, Cambridge, Tring, Berkhamsted, London, Kent, Essex & Hampshire.

Hear from our existing clients…

I feel real ease…

“I liked the ease and patience that Rob has dealt with us, having a young family with a busy life sometimes makes it difficult to make decisions and put plans in place for the future.I really liked how Rob communicated a comprehensive plan for us in achieving our financial vison for the future.”

Mike Condon – Director Sir Robert McAlpine

An easy but professional style

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.

We will take care of your financial and administrative services.