Business Details
19 Years
experience
Trusted Chartered Financial Planners in Market Deeping
Liberty Partnership is a firm of Chartered Financial Planners dedicated to building long-term relationships with clients through personalized financial advice. Established in 2007, we operate under the rigorous standards of the Financial Conduct Authority (FCA) and hold Chartered status from the Chartered Insurance Institute (CII), reflecting our commitment to excellence. Our team of experienced professionals specialises in pensions, investments, estate planning, and protection, offering tailored solutions that align with individual client objectives. We prioritise clear communication, ensuring complex financial concepts are explained in accessible terms while maintaining a client-centric approach. With expertise in both personal and corporate financial planning, we provide access to the entire market, free from ties to specific providers.Our accreditations, including membership of the Personal Finance Society and Society of Trust & Estate Practitioners (STEP), underscore our technical proficiency. We serve clients across Peterborough, Stamford, and surrounding areas, combining local knowledge with national regulatory compliance. Our mission remains rooted in traditional values: exceptional service, long-term trust, and delivering advice that simplifies financial decision-making. Through continuous professional development, we stay ahead of industry changes to offer forward-thinking strategies. Client testimonials consistently highlight our professionalism, responsiveness, and ability to address complex financial challenges with clarity and compassion.
Services
Investment Advice
Retirement Planning
Estate Planning
Mortgage Services
Life Insurance
Business Protection
Auto Enrolment
Corporate Planning
Critical Illness Cover
Probate Management
Details
- Year established: 2007
Highlights and features
- We are Chartered Financial Planners with FCA regulation ensuring highest standards
- Our team holds advanced qualifications in pensions, taxation, and estate planning
- We provide access to the whole of the market without product provider ties
- 28 years combined experience in personal and corporate financial planning
- We maintain long-term client relationships with transparent, jargon-free communication
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
- Personal Finance Society
- Society of Trust and Estate Planning Practitioners (STEP)
- Resolution
What people say
Excellent service
Professional and informative
Expertise and support
Efficient and confident
Approachable manner
Services
Investment Advice
We provide tailored investment strategies for both novice and experienced investors. Our approach considers individual risk profiles, financial goals, and market conditions to create diversified portfolios. With access to the entire market, we help clients navigate investment options while maintaining transparent communication about performance and adjustments.
Retirement Planning
Our retirement planning service helps clients transition from wealth accumulation to sustainable income. We specialise in pension consolidation, tax-efficient withdrawals, and income stream structuring. By considering inheritance goals and lifestyle aspirations, we create comprehensive plans that adapt to changing circumstances and regulatory changes.
Estate Planning
We offer specialist estate planning services including wills, trusts, and inheritance tax mitigation. Our team works closely with legal professionals to ensure asset distribution aligns with client wishes while minimising tax liabilities. We provide compassionate guidance through complex emotional and legal considerations.
Business Protection
Our business protection services cover key person insurance, shareholder agreements, and succession planning. We help companies safeguard against financial losses from unexpected events while ensuring smooth transitions during ownership changes. Our solutions integrate with broader corporate financial strategies.
Mortgage Services
We provide mortgage advice covering residential purchases, remortgaging, and buy-to-let investments. Our services include affordability assessments, product selection, and application support. With nine years' experience in mortgage advising, we help clients navigate changing market conditions and lending criteria.
People
Richard Ash
Founding Partner
Chartered Financial Planner with 20+ years' experience in pensions and estate planning. Holds CF8 qualification in Long Term Care Planning. Member of Society of Will Writers and STEP. Specialises in inheritance tax and trust arrangements.
David Gregg
Founding Partner
Chartered Financial Planner specialising in pensions, taxation, and trusts. Advises accountants on auto-enrolment and solicitors on pension division during divorce. Holds advanced qualifications in investment planning and shareholder protection.
Matthew Biggs
Financial Planner
Qualified after earning Diploma in Regulated Financial Planning (2019). Specialises in pensions, investments, and estate planning. Studying for Chartered status while maintaining focus on client relationship building.
Joseph Ash
Financial Planner
DipPFS qualified with nine years' financial services experience. Specialises in mortgage advice and personal financial planning. Prior retail banking background informs practical approach to client solutions.
Brian Spellar
Financial Planner
28 years' experience including management roles at AIG. Expertise in corporate planning, SIPPs, and SSAS schemes. Builds long-term relationships with private and corporate clients across multiple financial disciplines.
Questions
Are you truly independent financial advisers?
Yes, we are Independent Financial Advisers (IFAs) with no ties to specific providers, offering access to the entire market.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with advanced qualifications in pensions, taxation, and estate planning from the CII and STEP.
How do you charge for financial advice?
We provide transparent fee structures during initial consultations, with no hidden charges for our advisory services.
Do you offer corporate financial planning?
Yes, we specialise in business protection, auto-enrolment, and corporate pension solutions alongside personal financial planning.
What areas do you cover?
We serve clients in Peterborough, Stamford, Cambridge, and surrounding areas including Market Deeping and Huntingdon.
How are complaints resolved?
We follow FCA guidelines, with unresolved issues referred to the Financial Ombudsman Service for independent resolution.
Reviews (2)
Jake Showler
Oct 18, 2021
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Been with Liberty Partnership for a while and they have always provided a fantastic service. Highly recommend Matt. Best financial advisors in Deeping and Peterborough.
Peter Morris
Jul 26, 2017
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I meet with Liberty Partnership Ltd on a regular basis to review my finances, and I must say, it is a meeting I look forward to. My advisor really takes my interests to heart and I am confident he is helping me spread my investments in accordance with my own, personal appetite for risk. I give top marks for their personal service.
