Bourne & Market Deeping
Financial planning, made personal.
We take the time to understand what matters to you, building lasting relationships and providing clear, straightforward advice to help you make confident decisions about your financial future.
Authorised & regulated by the Financial Conduct Authority
FRN 472792
Our Services
One relationship, every stage of your financial life. Explore the areas we advise on below.
Investment
Advice
Bespoke investment strategies tailored to your risk profile and long-term goals.
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Retirement
Planning
Convert pension benefits into a sustainable income with confidence and clarity.
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Estate Planning
& IHT
Protect your legacy and minimise inheritance tax through careful, compassionate planning.
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Cash Flow
Modelling
See your financial future mapped out, so you can test decisions before you make them.
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Business & Personal Protection
Personal and business protection, from life and income cover to key person and shareholder planning.
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Essential Corporate
Planning
Corporate advice for business owners, working alongside your accountant and solicitor.
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YOUR ADVICE JOURNEY
Five steps, with you all the way
Every relationship begins with understanding you. From our first conversation to the years that follow, our approach is personal, considered and built around what matters most to you.
- Getting to know you
- The bigger picture
- Your financial plan
- Putting it in place
- Looking ahead
Every relationship begins with understanding you. From our first conversation to the years that follow, our approach is personal, considered and built around what matters most to you.
More detailWHO ARE WE
Independent Advice.
Long-Term Relationships.
We are Chartered Financial Planners, based in Bourne & Market Deeping, directly regulated by the FCA in everything that we do. We are whole of market — not tied to any organisation, nor compelled to offer a limited range of providers.
Our goal is to build genuine long-term relationships. We take the time to get to know you, understand your objectives and priorities, and communicate with you in plain terms — no jargon, no complexity.
20+
Years in Business
1,800+
Active Clients
£250m+
Assets Under Advice
4
Chartered Financial Planners
WHY LIBERTY
Why We Do It
Directly regulated, not networked
We answer to the FCA directly. Nothing we recommend is shaped by another firm's product range.
Four Chartered Financial Planners
The profession's highest standard, held by four of our advisors in a team of thirteen. Soon to be six.
Estate planning under our own roof
Wills, trusts and probate handled by our own qualified paralegals — not passed to a third party.
WHAT PEOPLE SAY
REFER A CLIENT
Know Someone We Could Help?
If someone you know would benefit from a conversation with a Chartered Financial Planner, we'd welcome the introduction.
Refer a clientAREAS WE COVER
Local offices, wider reach
With offices in Bourne and Market Deeping, we work with individuals, families and businesses across Lincolnshire, Cambridgeshire and beyond. Whether you prefer to meet in person or remotely, we make it easy to access advice wherever you are.
Arrange a meetingchartered financial planners in bourne & market deeping
Ready to Take Control of Your Financial Future?
Book a no-obligation call with one of our Chartered Financial Planners. There's no pressure — just a friendly conversation about where you are and where you'd like to be.
Book an initial consultation