Financial Advisers Stamford

We’re a team of financial advisers based near Stamford, Lincolnshire. If you need help with your pension, investments or financial planning; Liberty Partnership could be the experts you’ve been looking for. With over 20 years’ working in Lincolnshire, we’ve taken the time to understand people and their finances in innovative ways. We specialise in investment planning, saving you money on your pension, and making understanding your financial goals easy.

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Our financial planning services

If you’re looking for financial advisers in Stamford that take the time to understand you and your business; we’re the right fit for you. We’re regulated by the Financial Conduct Authority (FCA) meaning we’re fully authorised to offer you financial advice; whether personal or corporate. If you see anything you’d like to discuss further with a financial adviser, please give us a call.

Independent financial advice

If you need unbiased, independent financial advice about your finance, we’re the best in Lincolnshire. We’ll thoroughly assess your current situation, including current outgoings and create a clear path for long-term financial freedom.

Retirement planning

We’ll help you plan for your pension in the right way. It would be best if you were looking forward to your retirement. Our advisers will give you peace of mind and protect your interests so that retirement doesn’t come with compromise. We’ve helped hundreds of clients in Stamford understand pensions and help plan their retirement and the most tax-efficient way..

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Protecting your investment

There is more than one way to protect your investments. As a business, we focus on income diversification to ensure our clients get the best service from us. Your investments are your way of guaranteeing your future. You need an experienced adviser to help you find the best routes to protect your savings, pension, and income.

Building future wealth

Our goal as a company is to make understanding financial services and wealth easy. The team of independent financial advisers at Liberty Partnership are authorised and regulated to give you continued advice on wealth and wealth management. Whether for personal interests or a business you own, if you’d like to speak to an independent financial adviser today, our team in Stamford can’t wait to hear from you…

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What is the typical cost of a financial advisor?

There are several ways you can be charged for your 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 take, 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 Stamford 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.

Friendly financial advice in Stamford

At Liberty Partnership Ltd, we are proud of our excellent customer service and our vast knowledge of all things financial. If you’re based in Stamford or the surrounding areas such as Peterborough, Bourne, or Spalding, we’d be happy to help you create a plan for financial freedom and success.

Find out more by phoning our friendly staff on 01778 342291 or email us

We’re registered in England and regulated by the financial conduct authority.

Areas near Stamford we cover: