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.
SJP Approved xx/xx/xxxx
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.
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.
See all resources
Gifting cash, or gifting assets is a present that keeps on giving. It’s practical, thoughtful – and it can make so many things possible. A cash gift could pay for a family holiday, cover extra days at nursery for a new grandchild, or it could start a savings pot that will make a dream come true.
See news
![](https://www.libertywm.co.uk/wp-content/uploads/2020/11/LibertyWM_Website_0603_UIIcons_02_LibLogoWhite_0920.svg")
![](https://www.libertywm.co.uk/wp-content/uploads/2020/11/LibertyWM_Website_0603_UIIcons_01_Phone_Mint_0920.svg")
![](https://www.libertywm.co.uk/wp-content/uploads/2020/11/LibertyWM_Website_0603_UIIcons_02_Email_Mint_0920.svg")
![](https://www.libertywm.co.uk/wp-content/uploads/2020/11/LibertyWM_Website_0603_UIIcons_03_Search_Mint_0920.svg")