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Liberty Wealth Management

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Liberty Wealth Management

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Growing your wealth for today and future generations. The Liberty approach is about so much more than financial planning. The value of an investment with St.

With careful financial planning Liberty can help provide a comfortable retirement whilst organising for your hard-earned wealth to successfully pass down to your children and grandchildren. We work hard to provide expert and experienced advice for your whole family – after all, we are a family business. We’re based in Essex, but have clients from all over the country, a large number of whom have been with us for many years. This means we can really get to know them and build trusting relationships that have become our hallmark. Like a family member, we’re always there when you need us, as your circumstances change. Investment Planning takes a long-term approach and so is our relationship with you. James's Place may rise as well as fall. You may get back less than you invested.

29/10/2026

2026 Autumn Budget – Breathing space?

Chancellor John Healey’s much awaited first Autumn Budget did much as expected – which was to announce a series of small fixes aimed at offsetting rising living costs. In the chancellor’s words, to offer millions some ‘breathing space’. There were also measures to support smaller businesses, and entrepreneurs, as well as small tax increases on savings and property income.
However, against a backdrop of rising inflation, high government debt and geopolitical tensions, there was little room for major giveaways. And little appetite for controversial tax rises that could be seen as going against the Labour government’s 2024 manifesto.

Read the full article concerning the Autumn Budget at https://www.sjpp.co.uk/libertywm/article/detail/sjpp/the-2026-autumn-budget

Liberty Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/10/2026

27/10/2026

Who will this impact? – Pension & IHT: the double tax trap

Inheritance tax is charged on estates worth more than £325,000 (the nil band rate). For homeowners, the threshold can rise to £500,000 through the availability of the residence nil-rate band – an extra £175,000 IHT free allowance available when a person’s direct descendants inherit your home.

If your estate (which is likely to include your unused pension from April 2027) exceeds this threshold, your unused pensions may face the 'double tax' trap.

For further information, check out the article at:
https://www.libertywm.co.uk/pensions-iht-the-double-tax-trap/

Liberty Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 29/09/2026

20/10/2026

The value of advice

The growing wealth of women is likely to lead to an increased demand for female financial advisers. SJP’s 2026 Financial Health report found 12% of women preferred to speak to a female adviser. This compares to just 7% of men who said they preferred a male adviser. Among women who say they would prefer a female adviser, the main reasons are feeling less intimidated and judged.

For further information, check out the article at: https://www.libertywm.co.uk/women-wealth-a-growing-frontier/

SJP Approved 29/06/2026

16/10/2026

Coming home to retire? Tax implications for returning expats

If you live abroad, there may be many appealing reasons to return to the UK for your later years. But the emotional pull – such as wanting to be closer to family or return to a familiar place – should be balanced against the costs of returning home. You will need to weigh up the relative cost of living in the UK and your overall financial position, including the tax rules that apply to returning expats.

Read the full article concerning tax implications for ex-pats at:https://www.libertywm.co.uk/coming-home-to-retire-tax-implications-for-returning-expats/

Liberty Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 10/03/2026

13/10/2026

Can female advisors steal a march?

The growing wealth of women is likely to lead to an increased demand for female financial advisers. SJP’s 2026 Financial Health report found 12% of women preferred to speak to a female adviser. This compares to just 7% of men who said they preferred a male adviser.
Among women who say they would prefer a female adviser, the main reasons are feeling less intimidated and judged.

For further information, check out the article at https://www.libertywm.co.uk/women-wealth-a-growing-frontier/

Liberty Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 29/06/2026

08/10/2026

Approaching retirement: what is the right time to de-risk?

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.

Meanwhile, those who are approaching retirement may feel concerned about the timing of taking income from investments in the current economic and geopolitical environment, when markets may seem more volatile.

However, de-risking a portfolio is often misunderstood.

In this article we take a look at de-risking your retirement – https://www.libertywm.co.uk/approaching-retirement-what-is-the-right-time-to-de-risk/

Liberty Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 02/06/2026

06/10/2026

What women want from financial advice

The growth in female wealth presents opportunities for the financial advice sector. But many women are looking for a different style of financial advice, which better serves their needs and financial goals.

Claire Trott, Head of Advice at St. James's Place, believes women are looking for an adviser who understands their outlook, priorities and concerns.

“In previous generations, so often women wouldn’t even have a seat at the table when it came to talking about household finances and investments. But that has shifted.

For further information, check out the article at https://www.libertywm.co.uk/women-wealth-a-growing-frontier/

Liberty Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 29/06/2026

01/10/2026

Mortgage rule changes could help more self-employed & older borrowers

The self-employed, older borrowers, first-time buyers, and workers paid in a foreign currency are among those who could benefit from a relaxation in mortgage lending rules.

The regulator, the Financial Conduct Authority, has published a consultation into its proposed mortgage rule changes. The reforms, if introduced, would give lenders greater flexibility when lending to specific groups.

It could help many more borrowers secure a mortgage, where previously they have struggled, or been locked out of the market, due to rigid lending criteria.

Read the full article concerning mortgage rule changes at https://www.libertywm.co.uk/mortgage-rule-changes-could-help-more-self-employed-older-borrowers/

Liberty Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 09/06/2026

29/09/2026

Financial challenges for women

While there has been strong progress for some women in the workplace and for female business owners in recent years, there continue to be financial challenges for many others.

Women live longer than men on average, but due to the continued gender pay gap, and more women than men having gaps in their career due to caring responsibilities, there is a significant gender pension gap. This leaves many women with inadequate retirement savings.

St. James's Place’s Women and Wealth Report 2026 found women are significantly more likely to have taken a break from paid work compared to men (56% versus 38%). Almost one in five women (19%) said they felt less financially secure due to their time out of the workplace, compared to 18% of men .

For further information, check out the article at: https://www.libertywm.co.uk/women-wealth-a-growing-frontier/

Liberty Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 29/06/2026

24/09/2026

Saving & investing for children & grandchildren

Many parents worry that their children will struggle to find their financial feet in the current environment. Concerns include the flagging jobs market and inadequate retirement savings. Meanwhile, high house prices make it increasingly difficult to take the first step onto the property ladder. These are all factors driving fears that younger generations will face a tougher financial future.

However, there are a variety of investment and saving tools for parents and grandparents who want to support children and grandchildren in building financial foundations. Here we explore some of the main options available.

Read the full article concerning saving and investing for children and grandchildren at https://www.libertywm.co.uk/saving-investing-for-children-grandchildren/

Liberty Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 12/05/2026

Address

68 Woodbrooke Way
Corringham
SS179DW

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+441375656020

Website

http://libertywm.co.uk/

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