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Liberty Annual Review

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Integrity. Excellence. Trust.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

SJP approved as at 23/12/24

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Based in Essex

Liberty Wealth Management
68 Woodbrooke Way
Corringham
Essex
SS17 9DW

You can reach us at:

libertywm@sjpp.co.uk
01375 656020

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You can reach us at:

libertywm@sjpp.co.uk
01375 656020

Sign up for our newsletter

Share page

Integrity. Excellence. Trust.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

SJP approved as at 23/12/24

Legal Privacy policy FAQs Site map

Book a meeting

Please complete the details below.
We will send a confirmation email or text message.

First name*

Surname*

Land line phone number

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Email address*

Preferred time*

Preferred date*

Please select the areas of interest for the meeting

InvestmentsRetirement planningLife insuranceWills & lasting power of attorney*Trust & estate planningInheritance taxISAs & unit trusts

*Advice relating to a Will or Power of Attorney involves the referral to a service that is separate and distinct to those offered by St. James's Place.

Any other areas you wish to discuss?

Liberty, together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Liberty Privacy Policy or the St. James's Place Privacy Policy.

Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk or our privacy notice available on our web site.

Refer a friend
or family member

Please complete the details below.

First name*

Surname*

Land line phone number

Mobile phone number

Email address*

How would you feel most comfortable making a recommendation?

Inviting the individual(s) to attend a relevant client briefingYou would prefer to contact the individual(s) to provide them with Liberty’s detailsProviding the individual’s details so Liberty can contact themOther

If you selected other, please add details

Liberty, together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Liberty Privacy Policy or the St. James's Place Privacy Policy.

Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk or our privacy notice available on our web site.

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