Cambridge
Financial Planning Built Around You.
Liberty Partnership Ltd offers financial advice across Cambridge and the surrounding area. If you need guidance on investments, retirement or protecting your family, 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 Cambridge
A proactive approach to building and protecting wealth, tailored to you.
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Retirement
Planning Cambridge
Convert pension benefits into a sustainable income with confidence and clarity.
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Financial Planning Cambridge
Clear, long-term plans covering savings, tax efficiency and cash flow modelling.
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Business & Personal Protection Cambridge
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 Cambridge
Liberty Partnership Ltd offers investment advice, retirement savings, retirement planning, trusts and estate planning, and life insurance. We’ll help you with financial planning at every level, from general guidance through to advanced investment analysis, general asset management and advice on higher-value investments such as ISAs and unit trusts.
Financial planning is a way of saving for the future by using your disposable income each month to buy investments that grow in value over time — what’s known as asset allocation. We’ve found that people often aren’t aware of the benefits of investing on their own, and would like to take control of their financial future but find the nature of financial planning complex to understand.
Our financial advisors are open to everyone in the Cambridge area and offer low-cost options for investment, wealth management and retirement planning. Our process is clear: we identify your goals and long-term objectives, analyse your financial commitments and position, carry out a thorough risk assessment, introduce your plan and our recommendations, then review and adapt where necessary.
We also offer professional services designed to maximise retirement and pension savings, and to provide protection against unforeseen events through life insurance and long-term care cover.
About Us
Personal wealth management and planning
Securing your financial future lies in the hands of a financial professional. We advise our clients on insurance policies that protect against the unexpected, including death, disability and illness, and we’re committed to offering the most practical personal finance advice available.
Our personal planning services cover pension advice, wealth management, financial planning built around your long-term objectives, long-term investment planning, investment management and estate planning.
Financial 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 Cambridge
We cover Cambridge 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 cambridge
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