John Flack

“We have entrusted Liberty with our finances for over a decade, during which time we have been delighted with the personal and professional service we have received. We have no hesitation in recommending them to friends and family.” 

April & Bill Goudie

“Lee has always given us sound advice on our investments and has delivered on our retirement finance expectations thus far. He is welcomed into our home for meetings as a friend and is always interested in us and the things we’ve been doing. Lee now also helps one of our friends, and Lauren, his daughter, acts for our son. We would recommend this friendly, professional, family run company to anyone.” 

Bob Sharp

“Liberty can provide guidance, care and support in planning one’s investments and on-going savings. However, more than this they can help in preparing for your family’s financial future with tax reductions and inheritance protection. If you need professional advice but in a friendly, easy-to-understand manner, Liberty is your choice.”

Linda & Martin Byas

“We have been clients of Lee and his team at Liberty for several years, and have always found them to be professional, very helpful and genuinely nice people. On the rare occasion they are unable to help, they will find someone who can. I would highly recommend Liberty to anyone looking for financial or investment advice.”

Kirstin & Mark Ayres

“Chris has given us invaluable help with our pension and retirement planning. He is very professional and hugely knowledgeable. We are confident that our finances and retirement plans are in good hands and are on track.”

Brian & Maureen Harvey

“We have been very satisfied with the service received from Liberty over the years. Keeping our wealth in the family is very important to us so we are particularly pleased that one of our sons and two of our grandchildren are now also benefitting from the Liberty Next approach. The continuity of providing advice down through the generations is very important to us.”

Tony Philips

“Investing through St. James’s Place, together with advice from Lee Devonald at Liberty, my wife and I feel our finances are in excellent hands. If our children should need to access our funds to pay for our care, it is comforting to know that this can be done quickly, and that Lee and his team will know the best way to proceed.”

Tim & Teresa Howell

“Liberty make it a priority to really understand the personal and financial requirements of their clients. Lee and his team look after three generations of our family, bringing their professionalism, integrity and experience to bear in ensuring we have the right financial solutions both now and in the future. We highly recommend Liberty to anyone who wants trusted advice and insightful support from friendly people who really want the best for their clients.”

Frank & Jane Wolski

“My wife and I have been taking financial advice from Liberty Wealth Management for a number of years and we are pleased to say our portfolio has been a profitable success. Over the years Lee has added younger members to his team that have been able to relate to people that are our son’s age.

This has given us the opportunity to introduce nephews, nieces, and friends to Liberty Wealth Management so they can also benefit from their financial advice. Sooner or later they will all receive a large inheritance so by receiving advice now regarding investments, Wills and Inheritance Tax they will be better prepared for the future.

Dealing with Lee and his team has always been a pleasure and we fully recommend his team’s advice to whoever needs financial reassurance.”

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