At Liberty Partnership Ltd we pride ourselves on building long-standing relationships with our clients by providing tailored financial plans. Our financial advisers focus on building trust, transparency and providing simple independent financial advice. All of our financial advisors based in St Ives are chartered professionals and dedicated to helping you build sustainable and long-term wealth. With over 20 years of experience, we truly understand how to make money work harder for you. Whether you’re planning for early retirement, hoping to invest, or want to save money on tax; we’re here to help.Speak to an adviser
What financial services we can offer you
We offer a wealth of financial services here at Liberty Partnership Ltd. We believe your financial potential shouldn’t have a limit. Our financial services cater for people across the entire spectrum of ages, net worth and, goals.
Independent financial advisers in St Ives
Here at Liberty Partnership Ltd, we understand that finances can be complicated. With so many complicated financial services available in the market, it’s tough to choose which is best for you.
You need a financial adviser that can help you plan for you and your family’s future with complete confidence. Our clients get expert advice from local advisers that they can continue to trust for years to come. We’ll work with you to establish your short and long-term goals, your appetite for risk, your current net worth and, then help you plan for smart investments.
We help minimise losses and help you enhance your wealth. Our financial plans are simple: we help you calculate what you’ll need and when you’ll need it. From asset allocation and finance management to help you choose the right mortgage for property investments – no stone is left unturned.
Our mission is to make financial planning simple for the local people in St Ives. From personal finances to commercial acumen and investments, Liberty Partnership Ltd is always ready to help.
Your personal financial adviser
We’ll help you manage your money better – it’s really that simple. If you have trouble segmenting your income or staying on top of bills, our fifinancial advisers help clients save money every year. If you’re struggling with budgeting and saving extra money each month, we have a service that’s guaranteed to help you change that.
Commercial financial planning
No matter the type or size of business you’re involved in, our advisers are always on hand to offer business and corporate financial advice. We cover it all. Our team can help you if you need advice on group pensions, tax, employee benefit schemes or auto-enrolment and much more.
Retirement and investments
If you’re preparing for retirement, we’ll help you avoid any financial shortfalls. Managing your pension pot and investments is the key to a long and happy retirement. If you’re thinking about retiring, now’s the time to invest in a financial advisor to protect your wealth.
Liberty Partnership Ltd offers a personal and proactive approach to managing and creating wealth. Our financial advisers dedicate time to understand your motivation, ambitions and long-term plans. Our specialist wealth management services are tailored solutions for each stage of your life.
Our team of financial advisers
Richard Ash Chartered Financial Planner
David Gregg Chartered Financial Planner
Mark Russon Financial Planner
Brian Speller Financial Planner
Joseph Ash Mortgage & Protection specialist
Matthew Briggs Financial Planner
How can you find us in St Ives, Cambridgeshire
We're a short distance away from the centre of St Ives. If you'd like to arrange a meeting with one of our financial advisors, please let us know.