We’re a friendly team of financial advisors based near Bourne, Lincolnshire. With over 20 years of experience helping people with their businesses and their financial goals, we’re in the business of helping you create long-term sustainable wealth. If you need help planning for your retirement, paying your mortgage off early or general financial advice about your investments, our team of financial advisors near Bourne would love to help!
Financial planning made simple
Few things can affect our peace of mind like our finances. Understanding pensions, tax, insurance and financial planning can become difficult. Our goal is to give you advice that makes financial planning stress free. We’ll find you the best ways to balance your financial responsibilities to help you create long-term wealth through your savings, pensions and other financial interests.
Our services
We work on a fee-only model which allows our clients to keep costs low without compromising on quality. We’ll work with you to review your financial situation and plan the best route to finding you financial security for your future.
Retirement planning
Your investments can help support your pension and retirement income. Our financial advisers can help you get peace of mind by removing market insecurity and unpredictability. We specialise in pensions and provide a service to find you the best possible route for getting the most from your pension. Whether that’s eliminating risk or helping you avoid compromising on the quality of your life once you’re retired; we’re there to give you the advice you’ll need.
Professional financial advice
We can work with you on personal financial interests or help businesses manage their cash flow. If you need a financial adviser that truly takes the time to understand your goals, Liberty Partnership is the team of people you need by your side.
Our team of independent financial advisers can help you with:
- Life insurance cover
- Mortgages
- Estate planning and inheritance tax
- Business protection
- Cash flow modelling
- Investment advice
FAQs
You’re more than welcome to call us on 01778 342291 if you’re near Bourne and need help with financial planning. However, we’ve listed out some of the most common questions below. If you can’t find the answer you’re looking for, please call to speak to an adviser.
What is the typical cost of a financial advisor?
There are several ways you can be charged for your advice. These options are flat fees, hourly fees or a percentage of the money you’d like to invest. Depending on your appetite for risk and the level of investment you’d like to take, will determine how much it would cost. Independent financial advice should always be considered an investment, which is why we always recommend to our clients in Stamford to work with only one company.
Is it free to talk to a financial advisor?
There are charitable organisations who offer financial guidance. These organisations are often not expert financial advisers and may not be regulated by the Financial Conduct Authority; however, if you’re looking for general guidance on your finances, this could be a great place to start. Whether you need assistance with your mortgage or you’re unsure about your pension – these companies could point you in the right direction.
When is it a good idea to hire a financial advisor?
A financial adviser can give you advice on investments, specific assets and savings. Doing your own research is recommended; however, it will become difficult to continue to follow the changing laws and regulations about finance. We say speak to an independent financial adviser when your finances become confusing, or a life-changing event has happened.
About Liberty Partnership Ltd, Bourne
Liberty Partnership Limited is a team of independent financial advisers based near Bourne, Lincolnshire. We are regulated by the Financial Conduct Authority (FCA) and have over 20 years offering financial services to Bourne’s personal and corporate clients.
If you need help from a friendly team of financial advisers, please contact us on 01778 342291, and we’d be happy to have a free, no-obligation conversation about your finances.
We also offer financial advice in the following nearby areas:
