Liberty Partnership Ltd

08/06/2026

Many people know financial planning is important, but knowing where to start can often feel overwhelming.

At Liberty Partnership, we believe financial planning should feel clear, calm, and easier to understand.

We've built our business on long-term relationships, trusted advice, and helping clients feel more confident about their financial future.

Because good financial planning starts with a conversation. 🤝

Have a question about financial planning? Feel free to get in touch. https://liberty-partnership.co.uk/contact/

06/06/2026

📢 Welcome to Liberty Partnership, Freya Cade!

We are delighted to welcome Freya to the team as our new Trainee Financial Planner.

Freya joins us with a real passion for financial planning, a strong ambition to develop her career, and a clear commitment to professional excellence as she works towards achieving Chartered Financial Planner status.

In her role, Freya will be actively involved in building and strengthening relationships with both new and existing clients, helping to deliver the high standards of service and advice that Liberty Partnership is known for.

Investing in talented individuals is a key part of our commitment to the future, and we are excited to support Freya on her professional journey. We look forward to seeing her grow, develop and make a significant contribution to the business in the years ahead.

Please join us in giving Freya a very warm welcome to the Liberty Partnership team.

26/04/2026

Life moves fast - your financial plan should keep up.

Whether it’s family, career changes, or thinking ahead to retirement, having a clear plan in place can make all the difference.

If something’s been on your mind financially, now is a great time to talk it through. No pressure - just straightforward, expert advice.

📞 01778 342291
📧 [email protected]

13/04/2026

23/03/2026

Calling all clients – use it or lose it! 🕛🗣️

The tax year end is nearly here, and with it goes your chance to use key allowances like your ISA allowance, pension allowance, and Capital Gains Tax exemption. If you don’t use them before the deadline, you could miss out on valuable tax-saving opportunities.

Don’t leave money on the table — get in touch today.

02/03/2026

We’re incredibly grateful for our amazing clients! 🌟

100% of our recent feedback rated us 5 out of 5 for overall service, professionalism, communication and expertise - and we couldn’t be prouder of our team.

Thank you to everyone who has taken the time to share their experience with us. Your feedback truly means the world.

If you’ve recently worked with us and would like to share your experience, we’d love to hear from you - just follow the link below 👇

https://forms.office.com/e/drwpUBj1Qw

27/02/2026

“Most people don’t have a clue…” 📰💼

That’s how our latest feature in Active magazine begins - and when it comes to financial planning, it’s often true.

In the article, we share how Liberty Partnership helps individuals and families build clear, long-term financial plans - so they can enjoy their ‘golden years’ with confidence, not confusion.

From pensions and tax planning to estate planning and wills, our Chartered team is here to simplify the complex and build lasting relationships based on trust.

Take a read and, if it resonates, we’d love to have a conversation.

26/02/2026

We’re privileged to have Jo as part of our sister company, Liberty Estate Planning.

Many people who have worked with Jo know how knowledgeable, caring and compassionate she is.

From everybody at Liberty Partnership, we wish you a happy 50th - enjoy those cocktails!

Happy 50th Birthday to our lovely Jo!

Have a lovely week away🙂

20/02/2026

One of the smartest decisions we made in 2025? Partnering with Geekee 🙌

As a fellow local business, they’ve delivered first-class service from day one - responsive, knowledgeable and genuinely great to work with.

If you’re a local business looking for reliable Managed IT support, we can’t recommend them highly enough. Look no further than Geekee. 💻✨

19/02/2026

Honouring heritage, planning for the future 🏛️✨

We’re delighted to announce the opening of our new office in Bourne.

Located in the historic old Lloyds bank chambers, we’ve retained a respectful nod to its former life while creating a welcoming, modern space for our clients. It felt fitting for a financial planning firm to be based in a building with such heritage.

Being right in the heart of the community matters to us. We’re proud to continue supporting local individuals and families from our new home.

If you’re nearby, feel free to pop in and say hello — the door is always open.