Liberate Wealth Working Together

We understand that flexibility is key, every business we work with is different, and so are we

Are you looking to hand over the reins or are you simply looking for support and commitment to further grow your business? Are you keen to do this with a future focused, diverse, client and community oriented partner firm? Then look no further! Becoming part of Liberate Wealth is the first step towards securing the legacy of your business.

We have a vision to create a planning led, investment focused, and technology enhanced modern wealth management firm driven by our strong values and are proactively looking to engage with high quality businesses across the UK, that share our vision and purpose, to grow with us. Our team genuinely understands and appreciates the decisions you face and will offer a long-term home where your business and your people can continue to thrive and grow.

If you are an established firm looking to secure the future of your company with a partner committed to protecting the interests of clients and colleagues alike, we’d love to have a conversation.

Vision and values

We nurture an empowering, inclusive and collaborative culture amongst our teams to develop and deliver exceptional client outcomes.

Our Being Better values are rooted in our culture to drive client experience, sustainability, community and innovation.

Our approach

Live Better

Being a force for good

We have a deep-rooted commitment to sustainability to account not just for Profit but also, People and, the Planet (“the three P’s”). With a passion for financial advice, we believe everyone should be empowered to reach their financial goals and we commit to working within our local communities to promote financial education and wellbeing.

Be better

Inclusion is at our core

Fostering a collaborative and supportive workplace and culture for everyone, enables development of talent from all walks of life. We set our sights on inclusivity from our very foundation, that means no matter what your background or aspirations we can work together to build the future for our industry and resonate with more diverse clients.

Create Better

Innovation for our industry

We encourage intrapreneurial thinking and create an open environment where everyone is empowered to share their ideas and develop with a growth mindset, to power sustainable and profitable growth utilising the latest technology advances.

Deliver Better

Proud of all we deliver

We ensure that everything we do reflects the highest standards of quality. Our client centric approach means we aim to consistently deliver exceptional outcomes that exceed expectations. By supporting and enabling our Financial Planners, they have the time to truly understand our clients’ needs and the skills and experience to deliver above and beyond.