Liberty Wealth Management

Liberty Wealth Management 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 b

een 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.

Mid-career: growing & protecting – New tax year: maximising opportunities at every life stageAs your career progresses, ...
23/06/2026

Mid-career: growing & protecting – New tax year: maximising opportunities at every life stage

As your career progresses, your income is likely to increase, but so are your commitments.
This phase is likely to require a more targeted approach to wealth accumulation and protection.

Consider increasing your ISA and pension contributions, where possible, to boost financial resilience. Review your level of investment risk regularly and ensure you are diversifying across asset types to support your long-term goals.

For further information, check out the article at https://www.libertywm.co.uk/new-tax-year-maximising-opportunities-at-every-life-stage/

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 22/04/2026

Owners urged to review holiday lets as tax changes biteThe special tax treatment of eligible furnished holiday lets (FHL...
18/06/2026

Owners urged to review holiday lets as tax changes bite

The special tax treatment of eligible furnished holiday lets (FHLs) was abolished in April 2025. It means all income and gains from FHLs are now taxed in the same way as other rental properties. FHL owners must plan for higher income tax on property income and potentially filing tax records with HMRC every quarter.

Read the full article at https://www.libertywm.co.uk/owners-urged-to-review-holiday-lets-as-tax-changes-bite/



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 11/03/2026

Last weekend, Lisa completed her first ever half marathon in aid of Havens Hospices, an organisation that have supported...
17/06/2026

Last weekend, Lisa completed her first ever half marathon in aid of Havens Hospices, an organisation that have supported so many of our families across the community.

The charity must raise a staggering £208,000 per week to continue to provide quality, compassionate care to our loved ones during life's most challenging times.

Please help me raise funds to support Havens and the incredible work that they do. Every single donation, no matter how big or small, directly helps children, families and the wonderful carers and nurses at Havens.

To put things into context:

£32 could pay for one hour of specialist nursing care.
£64 could fund two hours of care in the home of a child and their family.
£90 which could provide two sessions of counselling to someone feeling overwhelmed by their grief

Click here to donate: https://www.justgiving.com/page/lisa-jane-lambird-1776196459335

As I put one foot in front of the other yesterday, I remembered how lucky we are to have the time to continue to make special memories with our loved ones whilst remembering those that are no longer with us! 🦋

Early career: building planning – New tax year: maximising opportunities at every life stageBeginning early can make a b...
16/06/2026

Early career: building planning – New tax year: maximising opportunities at every life stage

Beginning early can make a big difference when it comes to saving and financial planning.

If you have recently started working, it can be tempting to prioritise short-term enjoyment and spending over investing in your future. But starting to save and invest early, even in small amounts, can reduce financial pressures further down the line.

At this stage, building a financial safety net is important, but flexibility and access to finances is also key. Younger people can achieve this balanced strategy through a blend of ISAs and pension contributions.

For further information, check out the article at https://www.libertywm.co.uk/new-tax-year-maximising-opportunities-at-every-life-stage/

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 22/04/2026

ISA & pensions: the foundation of tax-efficient planning – New tax year: maximising opportunities at every life stageISA...
09/06/2026

ISA & pensions: the foundation of tax-efficient planning – New tax year: maximising opportunities at every life stage

ISAs and pensions usually sit at the heart of a long-term financial strategy.

It is not a binary choice between the two, as both offer significant tax advantages that can boost your tax position.

Growth, interest and income within an ISA are free from income tax and capital gains tax (CGT).

For further information, check out the article at https://www.libertywm.co.uk/new-tax-year-maximising-opportunities-at-every-life-stage/

SJP Approved 22/04/2026

A just-in-case plan – Preparing for the unexpected: protecting your income inCritical illness and income protection poli...
03/06/2026

A just-in-case plan – Preparing for the unexpected: protecting your income in

Critical illness and income protection policies offer financial security for people who have ongoing responsibilities should they be too ill to work. This can be a lifeline during periods of severe illness.

Most people buy protection insurance to avoid taking on debt to modify their home, pay their bills or regularly provide for their family during such times.

In a market offering a wide variety of protection options, it can feel daunting trying to choose a policy to suit your needs. This is where professional advice becomes invaluable – to help you narrow down the choice and select the right cover for you.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Please note that these protection plans do not have a cash-in value and will stop if payments to them cease.

For further information, check out the article at: www.libertywm.co.uk/preparing-for-the-unexpected-protecting-your-income-in-illness/

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 23/02/2026

Iran conflict: what rising oil prices mean for UK householdsThe conflict in Iran continues to drive political and econom...
28/05/2026

Iran conflict: what rising oil prices mean for UK households

The conflict in Iran continues to drive political and economic uncertainty across the world. Less than a month in, UK consumers are already experiencing higher product costs across certain markets. How will your finances fare in the next year amid the heightened volatility?

The Office for Budget Responsibility (OBR) has warned inflation could hit 3% by the end of the year, pushing up daily living costs for consumers.

The prediction by the government’s economics watchdog is a result of the ongoing – and intensifying – Iran conflict. It has seen inflation move away from its downward trajectory both here in the UK and further afield.

Read the full article concerning the Iran conflict and the inflation caused by oil prices at https://www.libertywm.co.uk/iran-conflict-what-rising-oil-prices-mean-for-uk-households/



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 23/03/2025

Covering one-off costs – Preparing for the unexpected: protecting your income inIf you are worried about the financial b...
26/05/2026

Covering one-off costs – Preparing for the unexpected: protecting your income in

If you are worried about the financial burden of medical treatment or potential lifestyle adjustments due to illness or injury, then a critical illness insurance policy may be more suitable.

Unlike income protection cover, critical illness insurance pays a single, tax-free lump sum if you are diagnosed with a condition listed in the policy. Many people use it to pay off their mortgage, clear any debts or pay for any lifestyle changes after a serious diagnosis.

Critical illness cover is often combined with term life insurance. Critical illness pays out if you are diagnosed with a condition listed in your policy, while life insurance pays out if you die during the policy term – which could help your loved ones meet their financial obligations.

For further information, check out the article at: www.libertywm.co.uk/preparing-for-the-unexpected-protecting-your-income-in-illness/

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 23/02/2026

The busiest shipping lanes in the worldThe conflict in Iran has brought shipping traffic to a halt in the Strait of Horm...
22/05/2026

The busiest shipping lanes in the world

The conflict in Iran has brought shipping traffic to a halt in the Strait of Hormuz, a key corridor for global trade. This disruption has highlighted the world’s reliance on this strategic sea route and the vulnerabilities it creates for the global economy. Here we explore some of the busiest and most important shipping lanes in the world.

Read the full article at https://www.libertywm.co.uk/the-busiest-shipping-lanes-in-the-world/



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 01/04/2026

Navigating your options – Preparing for the unexpected: protecting your income inIf your employer offers income protecti...
12/05/2026

Navigating your options – Preparing for the unexpected: protecting your income in

If your employer offers income protection insurance as an employee benefit, it is worth checking the level of cover offered, and that the deferred period suits your circumstances.

If the level of workplace cover is insufficient, you could complement it with a private policy. For instance, if your employer offers six months of income protection, you may want to choose a private income protection plan with a six-month deferred period so that the payments start when the employer benefit stops.

If you hold multiple policies, insurers usually limit the amount you can receive to a total maximum percentage of your income – typically up to 70% of your gross income, for example. It means that if your workplace policy covers most of this amount, the other policy may pay only a partial amount or nothing at all.

For further information, check out the article at://www.libertywm.co.uk/preparing-for-the-unexpected-protecting-your-income-in-illness/

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 23/02/2026

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

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