Bourne
Financial Planning Built Around You.
Liberty Partnership Ltd offers financial advice across Bourne, Lincolnshire. Whether you’re planning for retirement, paying off your mortgage early or reviewing your investments, we can help.
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.
Wealth Management Bourne
A proactive approach to building and protecting wealth, tailored to you.
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Retirement
Planning Bourne
Convert pension benefits into a sustainable income with confidence and clarity.
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Financial Planning Bourne
Clear, long-term plans covering savings, tax efficiency and cash flow modelling.
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Business & Personal Protection Bourne
Personal and business protection, from life and income cover to key person and shareholder planning.
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About Us
Independent financial advisors in Bourne
Few things can affect our peace of mind like our finances. Understanding pensions, tax, insurance and financial planning can quickly become difficult. Our goal is to give you advice that makes financial planning stress free.
We’ll find the best ways to balance your financial responsibilities and help you create long-term wealth through your savings, pensions and other financial interests. We work on a fee-only model, which keeps costs low for our clients without compromising on quality.
Whether you’re managing personal financial interests or running a business that needs help with cash flow, our advisors take the time to understand your goals first. We can advise on life insurance cover, mortgages, estate planning and inheritance tax, business protection, cash flow modelling and investments.
Liberty Partnership Ltd is regulated by the Financial Conduct Authority and has spent over 20 years advising personal and corporate clients across Bourne and the surrounding area.
About Us
Retirement planning in Bourne
Your investments can help support your pension and retirement income. Our financial advisors give you peace of mind by removing market insecurity and unpredictability. We specialise in pensions and work to find you the best possible route to getting the most from your pension pot — whether that means eliminating risk or making sure you never have to compromise on the quality of your life once you’ve retired.
Speak to an advisorFinancial Planners
Qualified advisors covering every stage of your financial life — from your first investment through to passing on your estate.
Richard Ash
Founding Partner & Chartered Financial Planner
David Gregg
Founding Partner & Chartered Financial Planner
Mark Russon
Independent Financial Planner
Brian Spellar
Independent Financial Planner
Joseph Ash
Independent Financial Planner
Matthew Biggs
Chartered Financial Planner
WHAT PEOPLE SAY
WHERE WE WORK
How can you find us in Bourne, Lincolnshire
We cover Bourne and the surrounding area. If you’d like to arrange a meeting with one of our financial advisors, please let us know.
Arrange a meetingchartered financial planners in bourne
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