St IVES
Financial Planning Built Around You.
Liberty Partnership Ltd now offers financial services in St Ives, Cambridgeshire. If you need professional advice about your personal or commercial finances, 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 St Ives
A proactive approach to building and protecting wealth, tailored to you.
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Retirement
Planning St Ives
Convert pension benefits into a sustainable income with confidence and clarity.
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Financial Planning St Ives
Clear, long-term plans covering savings, tax efficiency and cash flow modelling.
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Business & Personal Protection St Ives
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 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 advisor that can help you plan for you and your family’s future with complete confidence. Our clients get expert advice from local advisors 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.
About Us
Your personal financial advisor
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 financial advisors 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.
Speak to an advisorFinancial 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 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.
Arrange a meetingchartered financial planners in st ives
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