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.

Women & wealth: Navigating the financial futureFemale wealth is growing at pace, fuelled by inheritance, more women in h...
04/09/2026

Women & wealth: Navigating the financial future

Female wealth is growing at pace, fuelled by inheritance, more women in higher earning careers, and a rise in female entrepreneurship. Yet it is not a consistent picture across the board; research tells us that many women are facing gaps in their finances.

As the largest provider of financial advice in the UK, St. James’s Place is committed to helping women take charge of their financial future. We are supportive of government initiatives to get more people to invest and have recently supported the launch of the UK’s Retail Investment Campaign, for example.

Read the full article at concerning Women & Wealth at https://www.libertywm.co.uk/women-wealth-navigating-the-financial-future/

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 08/06/2026

SpaceX and the billion-dollar indexing dilemmaWhat happens when one of the world’s most valuable companies isn’t allowed...
27/08/2026

SpaceX and the billion-dollar indexing dilemma

What happens when one of the world’s most valuable companies isn’t allowed into the S&P 500?

SpaceX has become one of the largest companies on the planet. Yet despite its size, it currently doesn’t qualify for inclusion in the US’s flagship stock market index, the S&P 500. Why?

With a market value just under $2 trillion, SpaceX is one of the 10 most valuable businesses globally. However, only around 7.5% of its shares are publicly trading, and the company is yet to achieve profitability, so SpaceX does not meet the eligibility criteria for some stock indices.

Read the full article concerning Space X and inclusion in the US S&P 500 index at https://www.libertywm.co.uk/spacex-and-the-billion-dollar-indexing-dilemma/

&P500

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 15/07/2026

Blended approach – Approaching retirement: what is the right time to de-risk?A well-rounded retirement plan often combin...
25/08/2026

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

A well-rounded retirement plan often combines different strategies, shaped by your goals and your appetite for risk. How you approach risk will depend on several factors, and these will influence when and how you might choose to adjust your investments over time.

Finding the right balance is not always straightforward.

For further information, check out the article at 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

Burnham's Britain – economic priorities to consider?With the support of 90% of Labour MPs (349 in total), Andy Burnham h...
20/08/2026

Burnham's Britain – economic priorities to consider?

With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minister for the remainder of this parliament, ending in August 2029 (at the latest). While pledging to do things differently, there are many challenges ahead. We take a closer look at some of the domestic issues the new prime minister may consider priorities.

Read the full article at https://www.libertywm.co.uk/burnhams-britain-economic-priorities-to-consider/



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 21/07/2026

Thinking in percentages – Approaching retirement: what is the right time to de-risk?When drawing an income from a pensio...
18/08/2026

Thinking in percentages – Approaching retirement: what is the right time to de-risk?

When drawing an income from a pension pot, it may be helpful to think in terms of taking a percentage of the overall pot, rather than focusing on a fixed sum.

As an example, someone withdrawing 5% annually from a pension pot worth £500,000 at that point in time would take £25,000 in the first year. However, in following years the 5% taken could be worth more or less than £25,000 depending on market fluctuations and the performance of the pension. Building in flexibility in this way can help reduce the impact of market downturns over the long-term.

For further information, check out the article at 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

Checking in regularly – Approaching retirement: what is the right time to de-risk?Your attitude to risk is likely to evo...
11/08/2026

Checking in regularly – Approaching retirement: what is the right time to de-risk?

Your attitude to risk is likely to evolve over time, often influenced by changes in personal circumstances or financial goals. It can be useful to periodically review whether your portfolio continues to reflect the level of risk you are comfortable with.

Taking a proactive approach to managing investments can help ensure that portfolios remain in line with changing needs.

For further information, check out the article at 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

Diversification – Approaching retirement: what is the right time to de-risk?De-risking a portfolio is often associated w...
04/08/2026

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

De-risking a portfolio is often associated with reducing exposure to equities and increasing your allocation of bonds and cash. While this approach may work for some, it won’t necessarily suit everyone.

A well-diversified portfolio is typically better able to cope when one part of the market comes under pressure. That’s why some investors look beyond traditional assets and consider options such as commodities or property, where appropriate. The right mix will depend on your individual goals and how much risk you’re comfortable taking.

For further information, check out the article at 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

Making sure your money lasts – Approaching retirement: what is the right time to de-risk?Everyone’s plans are different ...
28/07/2026

Making sure your money lasts – Approaching retirement: what is the right time to de-risk?

Everyone’s plans are different but most people share the same underlying aim: peace of mind that their money will last throughout retirement.

In practice, this means choosing an approach to investing that can support you over the long term while also providing an income you can rely on. But because markets fluctuate rather than moving in a straight line, this makes things less predictable. For that reason, some investors will choose to take a little less risk, to minimise the financial impact if markets do fall.

One of the key challenges when you start taking an income (known as drawdown) is that timing begins to matter more.

For further information, check out the article at 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

Buy-to-let – are the tax benefits still worth it?For years, owning a portfolio of buy-to-let properties was seen as a re...
24/07/2026

Buy-to-let – are the tax benefits still worth it?

For years, owning a portfolio of buy-to-let properties was seen as a reliable way to earn steady income and build long-term wealth. But the landscape has shifted. Rents continue to climb across much of the UK. However, tax changes and rising costs have made it more difficult for landlords to turn higher rents into greater profits. Meanwhile, the end of fixed term tenancies and the removal of ‘no-fault evictions’ has made the picture more complex.

In this article we take a closer look at the realities of holding a buy-to-let (B2L) portfolio:

https://www.libertywm.co.uk/buy-to-let-are-the-tax-benefits-still-worth-it/



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 18/02/2026

Non-dom tax changes – why planning is vitalThe non-dom tax regime has seen a monumental overhaul in the past year. New r...
16/07/2026

Non-dom tax changes – why planning is vital

The non-dom tax regime has seen a monumental overhaul in the past year. New regulations, introduced in April 2025, radically changed how foreign income and gains are taxed for individuals living in the UK who had previous non-dom status. There are also big implications for inheritance tax.

Tax is now applied on all foreign income and gains for previous non-doms at the same rates and terms as for any other UK taxpayer.

New arrivals who come to the UK after 10 or more consecutive years living outside the UK can get four years’ tax relief on foreign income and gains (FIG regime).

Read our in-depth guide which covers the tax relief available and includes tips on mitigating a growing tax liability from overseas wealth at https://www.libertywm.co.uk/non-dom-tax-changes-why-planning-is-vital/



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 31/03/2026

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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