Liberty Plus Financial Services Ltd provides high quality, holistic, independent financial advice to businesses and private clients.
Tel: 01706 231398 Email: firstname.lastname@example.org
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.
Managing Director2003 - CurrentProviding independent financial advice, in financial investment planning and wealth protection, to individuals and small to medium sized businesses owners.
IFS School of Finance2006 - 2010Level 4 Diploma for Financial Advisers (DipFA) Certificate in Regulated Equity Release (CeRER) Certificate in Lifetime Mortgages (CeLTM) Certificate in Mortgage Advice & Practice (CEMAP)