Chartered Financial Planners
Financial Adviser Oakham
A financial adviser Oakham residents can genuinely vouch for is one whose reputation comes from Chartered status and regulation, not just local word of mouth.
Authorised & regulated by the Financial Conduct Authority
FRN 472792
Ask five people in Oakham for a financial adviser and you'll likely get five different names, mostly based on who they know rather than who holds the right qualifications.
That matters more here than in a bigger town. Rutland is England's smallest county, and in a place this size, reputation and relationships carry real weight, which is exactly why it's worth checking credentials directly rather than relying on a recommendation alone.
Our Financial Planning Services
Liberty Partnership offers a full range of Chartered financial planning services to clients across Oakham and Rutland.
Investment Advice
Independent, whole-of-market investment portfolios built around your goals and appetite for risk, not tied to any provider's products.
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Retirement Planning
Turning pensions, savings and State Pension entitlement into a retirement income that reflects the life you actually want, reviewed as your circumstances change.
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Estate Planning and Inheritance Tax
Using allowances, gifting strategies and trusts to plan for what you'll pass on. You can read the current thresholds and rules in GOV.UK's inheritance tax guidance.
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Cash Flow Modelling
A clear, long-term picture of your finances, bringing together income, pensions, property and savings, useful for testing decisions like retirement timing or gifting to family before you commit to them.
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Business & Personal Protection
Life cover, critical illness cover and income protection for individuals, alongside key person cover, shareholder protection and business loan cover for Oakham's directors and business owners.
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Essential Corporate Planning
Pensions, protection, cross option agreements and shareholders agreements brought together for business owners, working alongside your accountant and solicitor.
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Chartered Planning for Rutland
Financial Planning for Oakham and Rutland
Oakham's economy runs on a mix of established local business owners, professionals commuting toward Leicester, Peterborough or further afield, and people who've chosen the area for retirement or a slower pace of life.
That mix brings a fairly wide spread of financial planning needs, from straightforward pension and retirement questions to more involved business and estate planning. Our offices in Bourne and Market Deeping are just over half an hour away, and we work with clients across Rutland regularly, in person or remotely.
Joined-Up Planning
Planning Around Rutland's Property and Business Owners
A number of Oakham's business owners and professionals hold wealth across a business, a pension and a property, rather than any one of those on its own.
Bringing that together into one coherent plan, rather than treating each part separately, tends to be where the real value in advice sits.
Why Chartered Matters
Why Chartered Status Matters
Chartered status is the highest professional standard in UK financial planning, awarded by the Chartered Insurance Institute after years of advanced qualification and an ongoing commitment to ethics and learning.
Whoever you choose to work with, it's worth checking their credentials directly and confirming the firm is authorised on the Financial Conduct Authority's register.
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
Book an Initial Consultation
How to Get Started
Your first conversation comes with no obligation. We regularly meet Rutland clients by phone or video, with in-person meetings available at our Bourne or Market Deeping offices for those who'd prefer it.
Arrange a meeting
Do you have an office in Oakham?
Not currently. Our offices are in Bourne and Market Deeping, just over half an hour away by car, and we regularly meet Rutland clients by phone or video for convenience.
Financial Adviser Oakham Costs
Your initial consultation is at our cost. Fees after that depend on the complexity of the work, always confirmed in writing before anything proceeds.
Do you only work with Lincolnshire clients?
No. While our offices sit in Lincolnshire, we work with clients across the wider region, including Rutland and the East Midlands.
Is my money protected?
Yes, provided the firm is FCA-authorised. Client money is typically held by regulated third-party providers rather than the adviser, and the FCA register is the quickest way to confirm any firm's status.
This content is for general information only and does not constitute financial advice. Tax treatment depends on individual circumstances and may change in the future. The value of investments can go down as well as up, and you may get back less than you invested.
Chartered financial planners near Oakham
Speak to a Financial Adviser Oakham Professionals and Business Owners Trust
Whether you're planning for retirement, protecting a business, or bringing property, pensions and savings into one plan, we're a short journey away. Get in touch for a no-obligation conversation.
Book an initial consultation