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 […]
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 […]
Matthew joined Liberty Partnership in October 2017. Since joining our team he has developed from a Trainee Paraplanner to a fully fledged Financial Planner, after he earned his Diploma in Regulated Financial Planning in May 2019. Matthew is able to assist clients in all aspects of financial planning, from Pensions and Investments through to Protection […]
Joseph Ash joined the team at Liberty Partnership in 2018. Having previously held the role of Mortgage Adviser within the business he developed into a Financial Planner after having earned his Diploma in Regulated Financial Planning in March 2023. Joseph comes from a retail banking background having previously primarily dealt with mortgage clients, giving him […]
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 […]
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 […]