Liberty
featured resources
Liberty Talks Finance podcast 7 – Lauren Sorenson discusses the importance of Intergenerational Wealth Management – Liberty Next podcast
The seventh episode of Liberty Talks Finance covers the differing attitudes to wealth and money across age groups of families. Intergenerational wealth, growing wealth and protecting wealth within families is a key aspect of financial planning.
Liberty brochure
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 Next
featured resources
Liberty Next Brochure
Liberty Next is our initiative that promotes discussion about money and family finances between the generations. Whether it is Liberty talking to your children or grandchildren or maybe even us mediating between clients and their children, the conversations can be difficult and as we’ve found out can be every productive and rewarding.
Brochures
& literature
Liberty brochure
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 client service charter
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 Next Brochure
Liberty Next is our initiative that promotes discussion about money and family finances between the generations. Whether it is Liberty talking to your children or grandchildren or maybe even us mediating between clients and their children, the conversations can be difficult and as we’ve found out can be every productive and rewarding.
Webinars
& podcasts
Liberty Talks Finance podcast 8 – Lee Devonald runs through St. James’s Place and Liberty’s approach to responsible investing and ESG
The eighth episode covers responsible investing. Responsible investing requires businesses with long-term sustainable growth, environmental respect, social understanding and responsible governance.
Liberty Talks Finance podcast 7 – Lauren Sorenson discusses the importance of Intergenerational Wealth Management – Liberty Next podcast
The seventh episode of Liberty Talks Finance covers the differing attitudes to wealth and money across age groups of families. Intergenerational wealth, growing wealth and protecting wealth within families is a key aspect of financial planning.
Liberty Talks Finance podcast 6 – Chris Webb discusses the autumn budget of 2021, with a focus on social care
The autumn budget included provisions for social security and care. This is through various methods, with the key announcement being an increase in National Insurance.
Liberty Talks Finance podcast 5 – Lee Devonald looks back at 2021
This podcast, discusses the events that have flowed from 2020, into 2021, how they have affected financial markets, reasons to be optimistic as we move into 2022.
Liberty Talks Finance podcast 4 – Focus on Pensions & Retirement
Chris Webb is a Chartered Financial Adviser that specialises in pensions, which is a key area to get right if you want a long and enjoyable retirement.
Liberty Talks Finance podcast 3 – Lauren Sorenson Introduces Liberty Next
Lauren Sorenson is one of the Liberty Next generation advisers. In this edition of Liberty Talks Finance, Lauren discusses how the younger generation can improve their financial habits.
Liberty Talks Finance podcast 2 – Happy New Year!
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 Talks Finance podcast 1 – A look at 2020
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.
Case studies
How we helped a family find the good life
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.
Video to be added here
Book a meeting
Ask an adviser
Refer a friend