Liberate Wealth

Liberate Wealth is a wealth management company that supports the growth of IFA firms across the UK. They use a buy and build approach along with organic growth strategies, incorporating technology and personal service.
  • Financial advice
  • Wealth management
  • Investment management
  • Client-focused technology solutions

Size
Small
Phone
N/A
Email
N/A
Locations
1-3 Kipping Ln, BD13 3EL
01274839200
Digital Popularity
Social Media
Competitors
Equilibrium
Equilibrium is an independent financial planning company that offers a comprehensive range of services, including financial planning, investment management, and tax mitigation.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Liberate Wealth is operated by Liberate Wealth Limited and is a Active company incorporated on 4 May 2021 with the registered office located in London, Greater London. Liberate Wealth Limited was registered 4 years ago.

Status
Active
Size
Micro
Directors
6
Age
4 years old
Employees
7
Turnover
Unreported
Total Assets
£279.39K
Cash in Bank
£25.05K
Total Liabilities
-£134.64K

Director • Chief Executive • British • Lives in England • Born in Feb 1968
Director • Secretary • Finance Director • British • Lives in England • Born in Jul 1988
Director • British • Lives in England • Born in Apr 1962
Director • British • Lives in England • Born in May 1977
Director • British • Lives in England • Born in Jun 1977
Liberate Holdings Limited
PSC
Teams
All
11
Management
3
Finance
3
Consulting
3
Executive
2
Other
4
Founder And Chief Executive • Joined Feb 2022
Chief Technology Officer • Joined Oct 2022
Partner - Financial Planner • Joined Dec 2023
Head Of Operations & Integration • Joined Sep 2022
Head Of Operations And Integration
Head Of People, Talent And Culture • Joined Nov 2022
Head Of Compliance, Risk And Financial Crime • Joined Feb 2023
Client Support Specialist
Paraplanner
COO Investments • Joined Feb 2023
Founder And Chief Executive • Joined Feb 2022
Head Of Compliance, Risk And Financial Crime • Joined Feb 2023
COO Investments • Joined Feb 2023
Paraplanner
COO Investments • Joined Feb 2023
Financial Planner • Joined Dec 2023
Client Support Specialist
Paraplanner
Financial Planner • Joined Dec 2023
Chief Technology Officer • Joined Oct 2022
COO Investments • Joined Feb 2023
Partner - Financial Planner • Joined Dec 2023
Head Of Operations & Integration • Joined Sep 2022
Head Of Operations And Integration
Head Of People, Talent And Culture • Joined Nov 2022
View 11 members