Summary
Expert independent financial planning advice to help you achieve your objectives.
Tel: 01706 231398
Mob: 07974 423926
Email: [email protected]
Website: www.libertyplus.co.ukWe provide high quality independent financial advice to businesses and private clients
Liberty Plus Financial Services is based in the Rossendale Valley and has over 30 years experience, in all aspects of independent financial planning, such as:
Retirement Planning:
Executive pension arrangements
Personal pensions
SIPP's / SSAS
Group Schemes.
In addition we advise on on all aspects of annuities:
conventional annuities
drawdown
phased
unit linked and withprofits.
Savings & Investments:
ISA's
National Savings
Oeics
Structured products
savings for children
Onshore & offshore Bonds
Life & Health Protection:
Life assurance
mortgage protection
whole of life assurance
private medical insurance
critical illness cover
business protection
key person insurance
income protection
buildings & contents insurance
payment protection insurance
Mortgages: We can provide access to advise on new purchases,
re-mortgages
buy to let
equity release.
Long Term Care: We can help you to consider the options available to help pay for care and assist to minimise the impact of long term care fees.
Tax Planning: We will guide you through the various tax efficient protection and investment products, making use of trusts and tax allowances available.
Tel: 01706 231398
Mob: 07974 423926
Email: [email protected]
Website: www.libertyplus.co.ukWe provide high quality independent financial advice to businesses and private clients
Area of Expertise
Liberty Plus Financial Services is based in the Rossendale Valley and has over 30 years experience, in all aspects of independent financial planning, such as:
Retirement Planning:
Executive pension arrangements
Personal pensions
SIPP's / SSAS
Group Schemes.
In addition we advise on on all aspects of annuities:
conventional annuities
drawdown
phased
unit linked and withprofits.
Savings & Investments:
ISA's
National Savings
Oeics
Structured products
savings for children
Onshore & offshore Bonds
Life & Health Protection:
Life assurance
mortgage protection
whole of life assurance
private medical insurance
critical illness cover
business protection
key person insurance
income protection
buildings & contents insurance
payment protection insurance
Mortgages: We can provide access to advise on new purchases,
re-mortgages
buy to let
equity release.
Long Term Care: We can help you to consider the options available to help pay for care and assist to minimise the impact of long term care fees.
Tax Planning: We will guide you through the various tax efficient protection and investment products, making use of trusts and tax allowances available.