Chartered Financial Planners
Financial Adviser Peterborough
Plenty of firms in Peterborough offer financial advice. Knowing which one to trust with your pension, your investments or your family's future is the harder part.
Authorised & regulated by the Financial Conduct Authority
FRN 472792
Type “financial adviser Peterborough” into Google and you'll find no shortage of options. As a growing city with a strong mix of professionals, business owners and commuters, that's no surprise.
Liberty Partnership is a firm of Chartered Financial Planners based close by in Market Deeping and Bourne, and we work with clients across Peterborough regularly. Our nearest office is around 20 minutes' drive up the A15, so you get the expertise of a Chartered firm without a large, impersonal city-centre practice.
Our Financial Planning Services
A full range of Chartered financial planning services for clients across Peterborough. Each service connects to the others, because most financial decisions affect more than one part of your finances at once.
Investment Planning
Good investing is about aligning your money with your goals, timeframe and appetite for risk, not reacting to headlines. Diversified, cost-conscious portfolios, reviewed regularly and explained in terms you can use.
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Retirement and Pension Advice
Several pensions from different employers? We review what you hold, explain the charges and structure of each, and help you understand your options for consolidation, drawdown or annuity purchase.
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Inheritance Tax and Estate Planning
Rising property values and frozen thresholds mean inheritance tax now affects considerably more families. Through allowances, gifting strategies and trusts, careful planning may reduce what's ultimately payable.
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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
If a director or key person became seriously ill or died, the impact on a business can be severe. Key person cover, shareholder protection, business loan protection and relevant life plans.
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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 Advice
Financial Planning for Peterborough's Professionals and Business Owners
Peterborough has changed a great deal over the past two decades. Alongside its established communities, the city has a growing base of business owners, senior professionals and commuters who travel into London.
That mix creates a wide range of financial planning needs, from pension consolidation to succession planning for a growing business.
Nearby Chartered Offices
Serving Peterborough from Nearby Chartered Offices
Rather than a city-centre office, we operate from Market Deeping and Bourne, both a short drive from Peterborough along the A15. Clients regularly travel to see us for a calmer, more personal setting for what are often significant, sometimes difficult conversations about money.
We're also happy to meet remotely where that suits you better, particularly for a first conversation, so location need not be a barrier either way.
Why Chartered Matters
Financial Adviser Peterborough: What Chartered Status Means
Not every adviser holds the same qualifications, and in a city with several firms to choose from, that distinction is worth understanding. Chartered status is awarded by the Chartered Insurance Institute and represents the highest professional standard in UK financial planning.
It means an adviser has gone well beyond the regulatory minimum. Whoever you choose in Peterborough, check their credentials directly and confirm the firm is authorised on the Financial Conduct Authority's register.
Our Approach
What Does a Chartered Financial Planner Actually Do?
At its core, financial planning is about matching your money to your life: whether your pensions will support the retirement you want, how to structure a portfolio sensibly, or how to plan a business exit without an unexpected tax bill. The conversation usually starts with your goals, not the numbers.
Tax Planning
From using ISA and pension allowances efficiently to structuring how you draw income in retirement, tax planning runs through almost every financial decision. We work alongside your accountant, so your personal and business tax position move in the same direction.
Who We Work With
Who We Work With in Peterborough
Individuals and Families
For those approaching retirement, managing several pensions, or thinking about what they'll leave behind, planning tends to centre on long-term security. A change in circumstances, such as redundancy, inheritance or a bereavement, is often what prompts the first conversation.
Business Owners and Directors
Peterborough has a considerable number of company directors and owner-managers. We work with them on extracting profit tax-efficiently, funding pensions through the business, key person protection, and planning well ahead for a sale or succession.
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
Book an Initial Consultation
Your first meeting is a no-obligation conversation. We'll ask about your situation and goals, answer your questions, and explain how we might help, with no pressure to proceed afterwards.
Meet In Person or Remotely
Clients travel to our Market Deeping or Bourne offices from across Peterborough, or we can arrange an initial call or video meeting if that's more convenient.
Do you have an office in Peterborough?
Our offices are in Market Deeping and Bourne, both a short drive from Peterborough via the A15. We work with clients across the city regularly, meeting in person or remotely depending on what suits you.
Financial Adviser Peterborough Costs
Your initial consultation is at our cost. After that, fees depend on the scope of work involved, and we'll always set out charges clearly in writing before anything proceeds.
Do I need significant savings to speak to a financial adviser?
No. Advice can be valuable at a range of circumstances, and starting earlier generally gives you more options, not fewer.
What's the difference between a financial adviser and a Chartered Financial Planner?
All Chartered Financial Planners are financial advisers, but the reverse isn't true. Chartered status reflects a higher level of qualification, continued professional development, and a formal ethical code set by the Chartered Insurance Institute.
How often will my plan be reviewed?
Most clients review their plan at least annually, with additional check-ins around major life events or significant changes to tax or pension rules.
Is my money protected?
Authorised firms are regulated by the Financial Conduct Authority, with client money typically held by established third-party providers rather than the adviser. You can check any firm's authorisation on the FCA register.
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 Peterborough
Choosing a Financial Adviser Peterborough Business Owners and Families Recommend
Check credentials before you choose an adviser, ours included. Get in touch and we'll show you ours, then book your no-obligation consultation.
Book an initial consultation