Liberty offers a full range of wealth management services, including succession, planning and tax.

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Liberty offers the highest standard of financial planning advice, with a particular emphasis on investment and pension planning. As every client’s situation is unique, we offer a comprehensive range of solutions bespoke to your unique financial needs.

Acquiring wealth

Depending on your age and life-stage, creating wealth can mean different things, however the sooner you start saving the better. You may want to pass money onto your children or even start a savings plan for a grandchild, it is never too soon to start tucking a little away.

Growing wealth

Investing your hard-earned wealth involves an important discussion and consultation process with one of our qualified advisers. We will assess your finances, agree your short, medium and long term goals and then invest accordingly.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Preserving wealth

Every client’s situation will be unique, however, there are a number of areas we will need to look at to protect your hard earned assets.

Transferring wealth

Depending on your financial situation it maybe that you want to pass money over to your Children or grandchildren in your lifetime to help with School fees, getting them onto the property ladder or just helping with a significant purchase such as a car or family holiday. All of these will have tax implications but Liberty are able to help.

Other services

We either have the expertise or access to specialists who can advise you on a wide range of other wealth management services, ranging from writing wills, tax advice and legal services to advice on portfolio management services, specialist insurance and corporate lending.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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Structuring & planning

Retaining a family legacy

Operating family governance

Working with family members to help them plan ahead, whilst ensuring your agreed strategy for the future administration of your wealth and assets is clearly documented.

Philanthropy & family education

Ring-fencing cash to help with charitable projects close to your heart, school fees, university, or other investments that make a difference to your loved ones’ lives.

Preparing the next generation

Communicating your wishes to your loved ones and helping them make informed decisions for their own succession planning.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax reliefs are dependent on individual circumstances.

The value of an investment with St. James’s Place will be directly linked to the performance of funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested.

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

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