Our goal is to build long term relationships with each and every one of our clients. We take the time to get to know our clients and understand their objectives and priorities. We know that the world of financial services is complex and can sometimes feel daunting. We will work for you in simplifying the process and we will communicate with you in terms that you will understand.Our Services
If you are an experienced investor or if you are looking at investments for the first time then we can help. We don’t believe in a one size fits all approach.Investment Advice
As your retirement approaches you will have lots of decisions to make, not least how to convert your pension benefits into a retirement income and the most tax efficient way of taking a lump sum.Retirement Planning
Estate Planning & Inheritance Tax
This area of financial planning can sometimes be an uncomfortable topic to discuss but in our view an essential conversation that you should have with your loved ones and a financial professional.Estate Planning
We are driven by traditional values based on outstanding client service, building long term relationships, delivering highly qualified advice and essentially from the first point of contact through to ongoing service putting our clients mind at ease
Speak to us
Request a callback. We are Market Deeping's only firm of Chartered Financial Planners, directly regulated by the FCA - Financial Conduct Authority - in everything that we do we can select from the whole of the Market; we are not tied to any organisations nor compelled to offer a limited range of providers.Request a Callback
We were recommended to use Brian Spellar as our financial advisor by several satisfied customers, we just wish we had used his services earlier. He provides a very efficient service and we have confidence in all of the recommendations that he has made.
David & Sue Deaton
Over many years of dealing with Brian I have always found him attentive and committed to my financial welfare.
I have been using Liberty Partnership (specifically David Gregg) since retirement in 2010. My family and I have always received excellent advice on pension options, personal investments and wills. David also sorted out an old difficult Investment Trust that had been in place since the death of my wife’s parents. Thanks for all the expert advice which is always delivered in a professional and friendly manner.
Mike Whelan, Retired Company Director
Liberty Partnership Limited,
104 Church Street,