What are your retirement dreams? Our expert advice and strategic long-term financial planning has helped countless clients make the life changes that are important to them. Robert and Pat’s dearest wish was to move from the South East to the Devon countryside. They wanted to find a large farmhouse and cottage so they could live together with their son and daughter-in-law, young grandchildren, and Pat’s elderly mother.
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When you start your relationship with us, you’ll want to know what to expect. We’re committed to giving you clear, jargon-free and transparent detail which will help you trust us and our advice for many years to come. Our Client service charter runs through our commitment to our clients.
Here at Liberty, we pride ourselves on building long-term relationships with our clients and their families. We believe that the key to a successful partnership is an adviser’s ability to assess a client’s financial needs and objectives and deliver practical, tailored solutions. We understand that circumstances can change over time, and we are always readily available to deal with any queries our clients may have.
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UK economic growth prospects may look anaemic but there were glimmers of positivity in the government’s Spring Statement.
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