We’re a team of independent financial advisers in Peterborough. We offer long-term advice to our clients about wealth management, retirement, pensions, savings and investments. We’ll help you plan for your future with your best interests at heart. With over a decade helping both private and corporate clients, we can give expert financial advice on personal and business interests.
Our team of financial advisers in Peterborough will take the time to understand your financial position in detail. Before we offer any financial advice, we make sure you’re protected in the long term. Below you’ll find a list of financial planning services we provide.
Our approach to wealth management combines financial planning and investment management to provide a completely tailored approach to managing your wealth. If you need advice on your life goals and business objectives, an expert financial adviser can help you realise that process. Helping you make sure your investments continue to generate value for your lifetime.
Planning for your retirement will mean you’re prepared for your future. By understanding your life goals, we can give clear advice to help you plan for your retirement without any guesswork. Our team of pension advisers in Peterborough will ensure your wealth is structured in a way that allows you to continue living a normal life – without compromising on the things you enjoy. Our pension planning services will give you the most from your pensions to make sure it’s tax-efficient by carefully considering all of your options.
Our experienced financial planners in Peterborough, are committed to helping you plan long-term financial goals. Whether that’s funding your children’s education, paying your mortgage off early or planning for early retirement; we can help. We get to know our clients in Peterborough. Once we work together we make sure you’ve got the best possible independent financial advice. It’s about peace of mind and giving you financial protection.
What is the typical cost of a financial advisor?
There are a number of ways you can be charged for your financial advice. These options are flat fees, hourly fees or a percentage of the money you’d like to invest. Depending on your appetite for risk and the level of investment you’d like to mike, will determine how much it would cost. Independent financial advice should always be considered an investment. Which is why we always recommend to our clients in Peterborough to work with only one company.
Is it free to talk to a financial advisor?
There are charitable organisations who offer financial guidance. These organisations are often not expert financial advisers, however, if you’re looking for general guidance on your finances, this could be a great place to start. Whether you need assistance with your mortgage or you’re unsure about your pension – these companies could point you in the right directions.
When is it a good idea to hire a financial advisor?
A financial adviser can give you advice on investments, specific assets and savings. Doing your own research is recommended, however, it will become difficult to continue to follow the changing laws and regulations about finance. We say speak to an adviser when your finances become confusing or a life-changing event has happened.
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.
Where you can find us
Liberty Partnership Limited
104 Church Street
We’re registered in England and regulated by the financial conduct authority.
Areas near Peterborough we can help: