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Strategic expert advice

At Liberate Wealth, we are passionate about financial advice and believe everyone should be empowered to reach their financial goals. Our decades of financial planning and wealth management expertise means we are well placed to help you achieve your financial freedom.

Together we build strong, lasting relationships, spanning generations, to navigate your financial journey. Our team of experts keep on top of changes to the financial landscape and are dedicated to guiding you along the path to success.

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Success stories

Learn how we’ve helped our clients attain their goals.

“From first contact I have been dealt with in a very thorough and professional manner. Any questions I have had have been responded to quickly.”

M McKee – Northern

Personal

“1st class service, friendly and easy to talk to, recommended to others.”

P Bintcliffe – Northern

Personal

“Karl is very knowledgeable. Appreciated and understood my needs and made every effort to meet them with the best policies. Now feel I am comprehensively covered for every eventuality, feel more secure and reassured that should anything happen, my daughter would be financially secure.”

SJ McCullough – Northern

Personal

“Brilliant Knowledge. The service I received was fantastic.”

I Wallis – Northern

Personal

“I was introduced to Andy in 2008 and he has been our advisor ever since. He also advises my daughter and is invaluable to all of us. He always offers sound advice which is considered and unhurried and his integrity is without question.”

Carly – South West

Personal / Family

“Took full control of the process from start to finish – dealt with everything from professional advice to admin. I was very happy. Keep it up”

James – Northern

Personal

“Karl Wareing was my adviser, he made the whole process so easy, explained everything in detail. He always made sure I understood all advice given. Very very happy with his service.”

Mr & Mrs Myanger – Northern

Personal / Couple

“Andy never fails to come up with solutions tailored to our individual circumstances and always has time to help us with any queries which we might have. I trust him implicitly and during all these years I honestly couldn’t have managed without him and his support and guidance. It is a privilege and a pleasure to work with him.”

Carly – South West

“Richard Butterfield has been excellent! Given excellent advice and extremely approachable and easy to deal with. Sadie was also excellent when I contacted her to sort out a problem”

G Taylor – Northern

Personal

“Karl,

Just a big thank you for looking after us all these years. We really appreciate the time you have spent with us trying to get us to understand Pensions.

We both managed to finish work earlier than we ever thought we could, so thank you for that.”

P & R Cook – Northern

Personal / Couple

Committed to a Better Future

Not just for us, but for our clients and communities.

At Liberate Wealth, we foster an inclusive and empowering culture to deliver exceptional client outcomes. Our Being Better values are rooted in our culture to drive client experience, sustainability, community and innovation. Following the principals of the B Corp movement, we strive to be a force for good while supporting our team and minimising our environmental impact.

Greenr Neutral Award certified

In line with our dedication to sustainability, we have partnered with Greenr, a powerful tool that helps us track, reduce, analyze, and offset the carbon emissions generated by our workforce. By taking this proactive approach to managing our environmental impact, we ensure that we are continuously reducing our footprint.

Liberate Wealth is a Living Wage Employer

As part of our commitment to our people, Liberate Wealth is proud to be an Accredited Living Wage Employer. This means we go beyond the minimum wage requirements to ensure that every member of our team is fairly compensated for their work, reflecting the value they bring to our business.

Developing the next generation

Via our Talent Academy, we are committed to developing a pipeline of research and administrative talent and the future generation of financial planners, from all walks of life, to encourage and promote diversity in our industry. Through our centre of excellence approach we support opportunities for all, whether it’s career progression, a change of career, returning to work, or early entry careers.

Greenr Neutral Award certified

In line with our dedication to sustainability, we have partnered with Greenr, a powerful tool that helps us track, reduce, analyze, and offset the carbon emissions generated by our workforce. By taking this proactive approach to managing our environmental impact, we ensure that we are continuously reducing our footprint.

Liberate Wealth is a Living Wage Employer

As part of our commitment to our people, Liberate Wealth is proud to be an Accredited Living Wage Employer. This means we go beyond the minimum wage requirements to ensure that every member of our team is fairly compensated for their work, reflecting the value they bring to our business.

Developing the next generation

Via our Talent Academy, we are committed to developing a pipeline of research and administrative talent and the future generation of financial planners, from all walks of life, to encourage and promote diversity in our industry. Through our centre of excellence approach we support opportunities for all, whether it’s career progression, a change of career, returning to work, or early entry careers. We offer opportunities for all to gain professional qualifications including chartered status, the gold standard for quality and integrity.

Ready to secure your financial future?

Learn about our approach