The people behind Liberty
Professional Standing
Chartered planners, estate specialists and a support team who stay with you for the long term.
Independent Financial Advisors
Liberty Partnership are Independent Financial Advisors which means that we provide completely qualified and highly regulated independent financial advice. We are not ‘tied’ to any specific company or product, we will give you access to the whole of the market in order to assist you with your planning objectives.
Chartered Financial Planners (CFP)
The title Chartered Financial Planner is the most widely accepted “gold standard” qualification available for professional financial planners/ financial advisors in the United Kingdom.
The titles of Chartered Financial Planner and Chartered Financial Planners ware granted by the Chartered Insurance Institute (CII). The Privy Council authorised the CII to issue the Chartered title in 2005. Thus, a Chartered Financial Planner now carries equivalent qualifications as other established professions such as Chartered Accountants and Chartered Surveyors, etc.
The Personal Finance Society
The Personal Finance Society is the leading professional body for the UK financial planning profession. Its mission is to raise professional standards. The Personal Finance Society is part of the CII, the leading professional body for the global financial services profession. The CII has been at the forefront of setting professional standards since receiving its Royal Charter more than a Century ago.
The Society of Trust & Estate Planning Practioners – ‘STEP’
STEP has grown dramatically from its beginnings as a niche society for UK-based accountants and lawyers working with trusts. Now with more than 20,000 members across the world from a range of professional backgrounds the emphasis has broadened and trusts are just one part of the wider role members play in advising families on their long-term wealth planning. STEP’s vision is to be the pre-eminent worldwide professional association for those advising families across generations
Resolution: first for family law
The use of a specially trained Independent Financial Advisor (IFA) can bring a better understanding of the issues, resulting in a smoother resolution for the couple involved. The rigorous training and examination process involved in attaining Resolution Accreditation means that the Accredited IFA not only has an in‐depth understanding of the proper way to calculate and separate couples’ finances, but also has the softer skills of negotiation essential to a “good” divorce.
We sponsored George Wallis’s first London Marathon — helping raise over £2,500 for Save the Children — and our raffle donations to the Deepings Community Trust concert added £456 for the Sue Ryder Hospice.
LIBERTY PARTNERSHIP
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.
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