I am delighted to welcome you to Liberate Wealth – a new generation financial planning business that has been years in the making.
After a long and fulfilling career working across the financial services landscape – including many times as a founder – I felt strongly that the financial advice industry was on the cusp of an incredible evolution. As digital tools transform the way we can engage and deliver exceptional client outcomes, my co-founders and I saw a clear gap in the market for a new type of advice business which fostered an inclusive and collaborative culture amongst advisers, empowering them to progress in their careers and deliver excellence in client care.
More than a year later, the result of that vision (and a lot of hard work and preparation) is the business you see before you today. As we launch our website, undergo B Corp certification and officially open for business, I am hugely grateful to our team for their dedication and excited for what our first year will hold with an exceptional group of staff driving the business forward.
The advice landscape is changing; regulation continues to tighten whilst the needs of clients grow ever more diverse. Liberate Wealth offers a secure, long term home for financial advice firms who are looking to take the next step in the growth of their business without having to compromise on what really matters – looking after staff and clients. We built Liberate Wealth to be a force for good in the industry with the needs of advisers and clients placed firmly at its core.
If you are an established advice firm considering your next step, Liberate Wealth is the partner you’ve been waiting for to secure your legacy. Contact our team for a personal introduction – we would love to hear from you.
