FAQs

About Financial Advisers

Why do I need a Financial adviser?

Everyone has different goals and objectives, a financial adviser will consider every aspect of your situation and Tailor their advice to your circumstances so you can achieve your goals.

How much money do I need to retire?

This will depend on your goals and objectives which is why it is important to set these out as early as possible.

When should I seek financial advice?

A good time to seek advice is when you are about to undergo a significant lifetime event such as buying a house, getting married, moving jobs or if you haven’t already done so when your approaching retirement or if you receive an inheritance.

About St. James’s Place

Who are St. James’s Place?

St. James’s Place Wealth Management is a FTSE100 wealth management business that puts long-term relationships and advice that clients trust at the heart of everything they do.

About our service

How much money do I need to become a client?

There is no actual sum of money required, Liberty are committed to helping everyone achieve their financial goals.

How much does an initial meeting cost?

There is no obligation or charge made for an initial meeting, however if we visit you at your home Lee likes a cup of coffee milk no sugar.

About Liberty

Who are Liberty Wealth Management?

Established in1994, Liberty are a Senior Partner Practice of St. James’s Place Wealth Management offering holistic financial advice to Individuals and families.

What is Liberty Next?

This is a Liberty initiative to help us engage with the next generation, we want our younger team members to start talking to your children, grandchildren about their futures.

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

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