Richard Ash AFPS DipPFS
Richard Ash is a Founding Partner and Director of Liberty Partnership. He is a Chartered Financial Planner who 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.
Richard is also an affiliate of the Society of Trust and Estate Planning Practitioners, A member of The Society of Will Writers and he holds the Chartered Insurance Institute CF8 qualification in Long Term Care Planning. He is extremely knowledgeable in Estate Planning including Inheritance Tax, 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 his life.
Spare time is at a premium and is largely dedicated to additional study. When the opportunity presents itself he enjoys going to the gym, spending time in his garden, riding his bike and a very occasional round of golf.
Contact Richard on email@example.com
David Gregg APFS DipPFS
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.
Contact David on firstname.lastname@example.org
Mark Russon DipPFS Cert CII (MP)
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.
Contact Mark on email@example.com
Brian Spellar DipPFS CertCII (MP)
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 28 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).
Contact Brian on firstname.lastname@example.org
Matthew Biggs DipPFS
Matthew joined Liberty Partnership in October 2017 as a Trainee Paraplanner. Over the past 18 months he has developed into a Trainee Independent Financial Planner and in May 2019 he earned his Diploma in Regulated Financial Planning. Matthew is now going through the internal sign-off process to become a fully fledged Independent Financial Planner.
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Joseph Ash CertCII (MP)
Joseph Ash is the newest adviser within Liberty Partnership. He is a member of the CII and the PFS, he currently holds their Certificate in mortgage advice. Joseph is also currently studying toward various other CII qualifications.
Joseph comes from a retail banking background having previously primarily dealt with mortgage clients, giving him a combined 5 years in the financial sector.
Joseph places high importance on building long lasting relationships with his clients by ensuring they get the right recommendation for their individual circumstances.
Outside of the office Joseph lives just outside the centre of Stamford with his partner Joanne. He enjoys keeping fit, cooking and skiing.
Contact Joseph on firstname.lastname@example.org
Jo Stark F.Inst.Pa Paralegal
Jo is one of our qualified Paralegals and is our Estate Planning Manager at Liberty Estate Planning. Liberty Estate Planning provides guidance and documents relating to Wills, Lasting Power of Attorney documents and Trusts. Jo is very caring and knowledgeable and has exactly the right approach to this often emotional area of planning.
Contact Jo on email@example.com
Sophie Gordon Q.Inst.Pa Paralegal
Sophie is one of our Paralegals at Liberty Estate Planning. She is able to assist with estate planning matters alongside Jo and can provide guidance and documents relating to Wills, Lasting Power of Attorney documents and Trusts. Sophie is very friendly and supportive and is able to use her customers service experience to provide an excellent service to both existing and new clients.
Contact Sophie on firstname.lastname@example.org
Judith is our Finance & Facilities Manager. Judith has over 30 years’ experience in Banking and Financial Services and is the person responsible for keeping our office maintained to a high standard and running efficiently and she will also be the person who contacts our clients to arrange review meetings with the Financial Advisers.
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Edith is the Lead Senior Administrator of the administration team. She is responsible for allocating work to the team and ensure that all work is processed in a timely manner. Edith has considerable knowledge and experience within the business and is the main person to deliver training to fellow team members. This is a very important role which Edith completes with great skill and a positive attitude.
Contact Edith on firstname.lastname@example.org
Jane is a Senior Administrator in the administration team and supports the advisory team to ensure that our client’s and adviser requirements are catered for. Along with Joy, Cara & Stacey, Jane will be one of the first people to welcome you to our office and will be one of the people who contact our clients to arrange appointments.
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Joy is a Senior Administrator in the administration team and supports the advisory team to ensure that our client’s and adviser requirements are catered for. Along with Jane, Stacey & Cara, Joy will be one of the first people to welcome you to our office and will be one of the people who contact our clients to arrange appointments. Joy is currently progressing her development by studying for a number of CII exams.
Contact Joy on firstname.lastname@example.org
Stacey is a Senior Administrator in the administration team and supports the advisory team to ensure that our client’s and adviser requirements are catered for. Along with Jane, Joy & Cara, Stacey will be one of the first people to welcome you to our office and will be one of the people who contact our clients to arrange appointments. Stacey is currently progressing her development by studying for a number of CII exams.
Contact Stacey on email@example.com
Cara is a Senior Administrator in the administration team and supports the advisory team to ensure that our client’s and adviser requirements are catered for. Along with Jane, Joy & Stacey, Cara will be one of the first people to welcome you to our office and will be one of the people who contact our clients to arrange appointments. Cara is currently progressing her development by studying for a number of CII exams.
Contact Cara on firstname.lastname@example.org