Summary
Liberty Plus Financial Services Ltd is an appointed representative of TenetConnect Services Ltd which is authorised and regulated by the Financial Services Authority.
Liberty Plus Financial Services Ltd provides high quality, holistic, independent financial advice to businesses and private clients.
Tel: 01706 231398 Email: [email protected]
Mob: 07974 423926 Website: www.libertyplus.co.uk
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, Group Schemes. In addition we advise on on all aspects of annuities, conventional, 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, or 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.
Liberty Plus Financial Services Ltd provides high quality, holistic, independent financial advice to businesses and private clients.
Tel: 01706 231398 Email: [email protected]
Mob: 07974 423926 Website: www.libertyplus.co.uk
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, Group Schemes. In addition we advise on on all aspects of annuities, conventional, 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, or 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.
Experience
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Liberty Plus Financial Services Ltd.
Managing Director
2003 - Current
Providing independent financial advice, in financial investment planning and wealth protection, to individuals and small to medium sized businesses owners.
Education History
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Financial Planning
IFS School of Finance
2006 - 2010Level 4 Diploma for Financial Advisers (DipFA) Certificate in Regulated Equity Release (CeRER) Certificate in Lifetime Mortgages (CeLTM) Certificate in Mortgage Advice & Practice (CEMAP)
Qualifications
Level 4 Diploma for Financial Advisers (DipFA)
Interests and Hobbies
I enjoy playing badmintion, although I do not play as often as I would like. In addition, I enjoy a good action movie. I love to travel, and relaxing on the beach with a good book.
