If you’re looking to find a local financial advisor in Cambridge, then go no further!
Liberty Partnership Ltd in Cambridge has played an important role in people’s lives by advising them on their investable assets and spendable income.
We offer professional financial services that aim to maximise retirement and pension savings and provide protection against unforeseen events such as death or disability with life insurance policies and long-term care insurance.
Your personal or business finances are in safe hands with Liberty Partnership Ltd. We’ve offered independent financial advice for over 20 years and, in that time, helped people save money, build huge amount of wealth and, protect their family for years to come.
Independent financial advice in Cambridge
Liberty Partnership Ltd offers investment advice, retirement savings, retirement planning, trusts and estates planning and life insurance. We’ll help you with financial planning on all levels: from general guidance through to advanced investment analysis. General asset management and advice in relation to high-value investments such as ISAs and unit trusts.
Our financial planning process
Financial planning is a way of saving for the future by using your disposable income each month to buy an investment that will increase in value. This is known as asset allocation. At Liberty Partnership Ltd we have found that people are not aware of the benefits of investing on their own and rely on financial advisers for advice.
We also believe that people would like to take control of their financial destiny but find the nature of financial planning difficult and complex to understand. Our financial advisers are open to everyone in the Cambridge area and offer low-cost options for investment, wealth management and retirement planning services.
- Identify your goals and long-term objectives
- Analyse your financial commitments and position
- A thorough risk assessment
- Introduction to your financial plan and recommendations
- Review and adapt where necessary
Personal wealth management and planning
Securing your financial future lies in the hands of a financial professional. We offer our clients advice on insurance policies to protect against the unexpected, including death, disability and illness. Liberty Partnership Ltd is committed to offering the most practical personal finance advice.
Personal finance planning services we can offer you:
- Pension advice
- Wealth management
- Financial planning based on your long-term objectives
- Long-term planning for your investments
- Investment management
- Estate planning
- Investment planning
Corporate investment and financial planning
Our team of advisers are able to offer advice to business owners and managers in all areas of corporate finance and investment planning. We offer advice and tailored solutions for your specific long-term revenue and growth goals.
We’re able to give financial advice to businesses on:
- Director pensions
- Shareholder protection
- Employee benefits
- Company and key person insurance
How much do financial advisors typically cost?
The cost of financial advice will depend on the type of service you require, the complexity of the issues involved and the time that we spend on your matter. It is not possible to provide you with a complete indication of costs without first spending time understanding your needs. At Liberty Partnership we believe in transparency and always provide an upfront estimation of the cost associated with our services.
What is the difference between a financial consultant and a financial advisor?
Financial advisors have a high level of knowledge of their business subject, having a detailed understanding of tax regulations, the legalities involved in financial affairs, and basic legal knowledge. Financial Consultants usually have an undergraduate or postgraduate qualification in financial services or law but tend to have less knowledge of the underlying principles and meaning behind this knowledge.
Why should I use a local financial advisor?
At Liberty Partnership Ltd we believe in local businesses and strongly support the community by offering financial advisory services at affordable prices. Our team of experts are able to provide you with accurate estimates of your future income and be able to project the changing values of your possessions based on your current estimated returns. We want to help you achieve long-term financial security and success.
Contact our team for more financial advice
If you like the idea of earning a passive income through investment but aren’t sure where to start, contact Liberty Partnership Ltd today on 01778 342291 or firstname.lastname@example.org. As the best financial advisors in Peterborough, we pride ourselves on our expertise.
We’re registered in England and regulated by the financial conduct authority.