I’ve met with Mark several times over the last few years and he has always been very welcoming. He has taken an interest in me and my family and been able to give me some excellent advice and always manages to explain it in a way I can understand and where I feel it takes into account what I want to achieve. Mark has an extremely calm and approachable manner and is always prepared to consider a range of options – nothing seems like too much trouble to him. In what can often appears to be a complicated area, Mark always tries to simplify things and I come away feeling confident in what we have discussed and agreed.
Once introduced to Liberty Partnership, we found David Gregg to be very thorough and professional in all details of the numerous pensions my wife and I had accumulated over our working years.
Mike & Sue
My wife’s estate was dealt with by Joanne Stark with great efficiency and compassion.
I have been using Liberty Partnership (specifically David Gregg) since retirement in 2010. My family and I have always received excellent advice on pension options, personal investments and wills. David also sorted out an old difficult Investment Trust that had been in place since the death of my wife’s parents. Thanks for all the expert advice which is always delivered in a professional and friendly manner.
Mike Whelan, Retired Company Director
We have always found Liberty Partnership to be professional, efficient and helpful when providing us with expert advice and guidance.
Richard from Liberty Partnership has worked with us for a number of years helping us manage our financial planning. During that time we have come to view the relationship as that of friends, not merely a client/consultant, although remaining professional at all times.
Their clients matter and they do not take more accounts on than they feel able to give due attention to even if this means turning business away. We are happy with the services received and would be pleased to recommend Liberty Partnership to others.