Liberty Wealth Management
Liberty Wealth Management is a family-owned financial planning firm based in Essex. They provide a range of wealth management services, including investment, retirement, and tax planning, tailored to the needs of each client.
- Tax advice
- Retirement planning
- Investment management
- Wealth succession services
- Holistic financial planning
- Wills and lasting power of attorney
Locations
Competitors
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Liberty Wealth Management is operated by Liberty Wealth Management Limited and is a Active company incorporated on 7 June 1999 with the registered office located in Ongar, Essex. Liberty Wealth Management Limited was registered 26 years ago.
Status
Active
Size
Micro
Directors
3
Age
26 years old
Employees
6
Turnover
Unreported
Total Assets
£569.21K
Cash in Bank
£211.07K
Total Liabilities
-£54.56K
Teams
3
3
1
Paraplanner/Practice Manager
Adviser • Joined Feb 2008
Adviser • Joined Apr 2017
Practice Manager • Joined Jan 2017
Adviser • Joined Feb 2008
Adviser • Joined Apr 2017
Paraplanner/Practice Manager