Right Fit?

It is vitally important that you find the right financial partner, hopefully that’s us, but we’re grown up enough to know that we’re not for everybody.

Accounting

Who We Work With

We focus on building lasting trusted relationships with a group of clients. We do this by providing exceptional service, at a fair price.

Our clients are often very busy, have relatively complex affairs and are looking for a trusted adviser to partner with.

As their financial partner, we help them make smart financial decisions and avoid expensive mistakes.

We specialise in providing financial planning and wealth management for those who are:

If you meet the following criteria, you’re in the right place to enhance your financial situation:

  • You spend less than you earn
  • You are a higher or additional rate taxpayer
  • You have existing pensions or investments
  • You are committed to building wealth for your future
  • You are seeking a partnership with a trustworthy financial professional

Congratulations on your current financial position. However, with some adjustments, you can take it to the next level. Collaborating with a financial planner could make the difference between being good and being great.

If this resonates with you, then you’ve come to the right place. Liberate was established to assist individuals like you—those who are already doing well but have the potential to achieve greatness.

Moreover, we will create a future-oriented plan that provides clarity on your financial trajectory and outlines steps to improve your future prospects.

If you meet the following criteria, you’ve come to the right place for retirement planning:

  • You are beginning to contemplate retirement
  • You seek independent and unbiased advice
  • You have existing pensions or investments
  • You are looking to collaborate with a specialist in retirement planning

After years of hard work, you are eagerly anticipating the next phase of your life. You have likely accumulated various pensions but are uncertain if they will be sufficient for your needs. You are seeking the guidance of a financial professional who can help you navigate your finances and provide insight into your future options.

We understand the challenges you face. Balancing earning income for today while saving for tomorrow can be daunting. Amid your busy schedule, it’s easy to overlook your financial well-being.

Having a well-defined retirement plan will provide you with clarity and confidence regarding your future financial options. It will assess whether you are on the right track and offer recommendations for improving your financial situation.

How We Work Together

Initial Phase

Ongoing Relationship

Types of Advice That We Don’t Provide

Even though we don’t provide advice in these areas, we have some excellent relationships, with good people, who do. Ask us to introduce you.

We work with clients where we can add significant value to their unique financial situation.

There are a couple of types of advice that we do not provide. If you are looking for this type of advice, get in touch and we can refer you to a specialist.

  1. Advice to clients living outside the UK
  2. Self-assessment tax returns
  3. Mortgages and equity release
  4. Defined benefit pension transfers

Get a personal consultation.