Liberty client service charter

Brochures & literature

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.


Liberty Talks Finance podcast – Happy New Year!

Webinars & podcasts

It may seem a little weird to call this podcast ‘Happy New Year!’ in June - but we think it gives an idea of the positive thinking and new beginning that people are feeling and what is happening with many of us.

Liberty brochure

Brochures & literature | Featured resources

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.

Liberty Talks Finance podcast – A look at 2020

Featured resources | Webinars & podcasts

In our first podcast we discuss the unusual events of 2020, how Covid has changed the way we live, work and interact. Plus reasons to be optimistic as we move through 2021.

How we helped a family find the good life

Case studies

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.

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