Growing your
wealth for today
and future generations.

With careful financial planning Liberty can help provide a comfortable retirement whilst organising for your hard-earned wealth to successfully pass down to your children and grandchildren.

Liberty offer the highest standard of holistic financial planning for you and your family.

About Liberty Wealth Management

Acquiring wealth

Depending on your age and life-stage, creating wealth can mean different things, however the sooner you start saving the better. You may want to pass money onto your children or even start a savings plan for a grandchild, it is never too soon to start tucking a little away.

Growing wealth

Investing your hard-earned wealth involves an important discussion and consultation process with one of our qualified advisers. We will assess your finances, agree your short, medium and long term goals and then invest accordingly.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Preserving wealth

Every client’s situation will be unique, however, there are a number of areas we will need to look at to protect your hard earned assets.

Transferring wealth

Depending on your financial situation it maybe that you want to pass money over to your Children or grandchildren in your lifetime to help with School fees, getting them onto the property ladder or just helping with a significant purchase such as a car or family holiday. All of these will have tax implications but Liberty are able to help.

Other services

We either have the expertise or access to specialists who can advise you on a wide range of other wealth management services, ranging from writing wills, tax advice and legal services to advice on portfolio management services, specialist insurance and corporate lending.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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Let’s build your future together.

About Liberty Next

Structuring & planning

Retaining a family legacy

Operating family governance

Working with family members to help them plan ahead, whilst ensuring your agreed strategy for the future administration of your wealth and assets is clearly documented.

Philanthropy & family education

Ring-fencing cash to help with charitable projects close to your heart, school fees, university, or other areas that make a difference to your loved ones’ lives.

Preparing the next generation

Communicating your wishes to your loved ones and helping them make informed decisions for their own succession planning.

Learn more about Liberty, Liberty Next and the services we offer.

Featured resources

Liberty brochure

At Liberty we take the long-term approach. Long-term investments personally tailored to your attitude to risk. And long term relationships built up across many years of trusted service. We believe this sets us apart from other advisers. But we know you’ll want to find out more. Our brochure will help you understand what to expect from the service we offer, and the range of ways we invest your money to help you work towards a secure financial future.

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Featured news

Test Your Financial Knowledge Quiz

21/10/2021 / Liberty News

Can you answer these ten finance questions correctly? Take the challenge now to see if you can get ten out of ten. Let's see if your financial knowledge is of Galbraith or Trump proportions.

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We'd love to talk to you about our services and how we might help.

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