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
Locations
Digital Popularity
Social Media
LinkedIn187 Followers
Competitors
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 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
Teams
11
7
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
COO Investments • Joined Feb 2023
Financial Planner • Joined Dec 2023
Founder And Chief Executive • Joined Feb 2022
Chief Technology Officer • Joined Oct 2022
Head Of Compliance, Risk And Financial Crime • Joined Feb 2023
Client Support Specialist
COO Investments • Joined Feb 2023
Financial Planner • Joined Dec 2023
Paraplanner
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