Richard Ash is a Founding Partner and Director of Liberty Partnership. He has worked with many of his clients for over 20 years providing advice on Pensions, Investments and Estate Planning. Richard loves to work with people who share his positive outlook on life and believes that the most rewarding client relationships are those that are continued over the long term.
Currently working towards Chartered Status, having recently completed studies in advanced taxation and trusts, Richard also holds the Chartered Insurance Institute CF8 qualification in Long Term Care Planning, He is an affiliate of the Society of Trust and Estate Planning Practitioners and is extremely knowledgeable in Estate Planning including Wills, Trusts and Attorney Matters.
Away from work Richard lives with his partner Sam and their children, family is hugely important to him, as is living in the Deepings where he has lived all of his life.
Spare time is at a premium and is largely dedicated to additional study, but when the opportunity presents itself he enjoys going to the gym, riding his bike and a very occasional round of golf.
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David Gregg is a Founding Partner and Director of Liberty Partnership, a Chartered Financial Planner and an affiliate of the Society of Trust and Estate Planning Practitioners.
David is qualified to cover all areas of financial planning and holds advanced qualifications in Pensions, Investment planning, Long Term Care, Taxation and Trusts.
David enjoys working closely with local professionals. He advises local Accountants on Auto Enrolment and Employee Benefit programs, as well as Shareholder Protection and Key Man insurance.
He is trusted by a number of Solicitors who refer their clients to him for advice on the division of pension assets and pension sharing orders in divorce.
David’s style is to engage with his clients and their families to fully understand their needs and objectives. He believes that building a relationship with both the client and their connections delivers the best results for the people who he works with.
David is married to Krissi and they have three young children. In his spare time he enjoys playing golf and keeping fit.
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Mark Russon is highly regarded by colleagues and clients of Liberty Partnership as a Financial Planner who has considerable experience in all aspects of Pension and Investment strategies.
Mark very much concentrates on the relationship that he has with his clients and their families. He acknowledges that the world of financial services is often complicated and he will spend as much time as is necessary so that his clients have a clear understanding of any recommendations made in terms that they understand.
Mark is a member of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) and holds the Diploma in Regulated Financial Planning. He also holds additional qualifications in Long Term Care, awarded by the Chartered Insurance Institute, enabling him to advise comprehensively on Long Term Care needs. He is continuing with his studies to keep up with the ever changing financial and economic environment.
If you require financial advice, or are perhaps apprehensive about working with a Financial Planner, then a meeting with Mark would certainly help put you at ease and give you confidence that you have made a wise decision.
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Brian Spellar is a very experienced and knowledgeable Financial Planner who joined the team at Liberty Partnership in 2009. He has worked in financial services for over 25 years. Prior to his time with Liberty Partnership Brian worked in management with American International Group (AIG) and more recently owned his own financial services company.
Brian’s approach is to build long term relationships with both corporate and private clients. He is qualified to cover all areas of financial planning including Pensions, Investments – Onshore and Offshore, Corporate Protection, Taxation and Trusts.
Brian is highly regarded by his corporate clients and has also successfully linked in with many other professionals including tax specialists, solicitors and accountancy firms. His own technical expertise is in corporate planning including Shareholder Protection, Auto Enrolment, Group Personal Pensions, Self-Invested Pension Plans (SIPP) and Small Self-Administered Schemes (SSAS).
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Judith is our Office Manager, with over 30 years’ experience in Banking and Financial Services she is the ideal person to oversee the operations of the company. No challenge is ever too great for her and her primary role is to make sure that the firm stays on track at all times.
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Edith is the Manager of the administrational team responsible for the background research into the risks and suitability of the financial products that our advisors recommend. She also makes sure that all Pension and Investment applications are correctly processed in a timely manner. This is a huge task that Edith achieves with great skill and knowledge.
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Jane is a Senior Administrator who supports Edith and the advisory team ensuring that our client’s and our advisors requirements are catered for. Jane has a great deal of experience and is highly regarded throughout the business.
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Di works as Personal Assistant to Brian Spellar, she has worked with Brian and his clients over many years. Di has high standards and prides herself on the relationships that she has built with Brian’s clients and is always available to answer client questions and deal with any issues they may have.
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Jo is the lead administrator at Liberty Estate Planning which provides guidance and documentation relating to Wills, Lasting Powers of Attorney documents and Trusts. Jo is currently studying with the Institute of Paralegals. Jo is very caring and knowledgeable and has exactly the right approach to this often emotional area of planning.
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Joy assists Edith and Jane with the research work that we complete for our clients. Joy is also very much involved with our client activity management and will tend to be the first person to offer you a warm welcome into our office.
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Assists Jo at Liberty Estate Planning working in all areas of Estate Planning Matters. Caroline comes from a background focused towards client service and has high standards. Caroline’s goal as she moves forward is to undertake further professional development and increase in her knowledge in the Estate Planning world.
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Matthew joined the team at Liberty Partnership as a Trainee Paraplanner. He works as part of the back office administrative team in their efforts to support the advisers deliver the high standards of service the Liberty Partnership clients have become accustomed to. Matthew currently has 3 CII qualifications which has led to a Certificate in Regulated Financial Services Operations and he is currently working towards achieving his Certificate in Paraplanning.
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Debbie is a Senior Administrator who supports the advisory team to ensure that work is processed to the high standards that Liberty Partnership prides itself on.
Debbie has considerable experience within financial services and enjoys using her knowledge to provide excellent customer service to all our clients.
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