Liberty Wealth Management Ltd, Senior Partner Practice of St. Jamess Place Wealth Management
Investment Management - , , United Kingdom
Liberty Wealth Management Ltd, Senior Partner Practice of St. Jamess Place Wealth Management Employees
Liberty Wealth Management Ltd, Senior Partner Practice of St. Jamess Place Wealth Management Details
Liberty Wealth Management is a family-run financial management company based in Essex. Founded by Lee Devonald in 1992, Liberty is now a Senior Partner Practice of St. James's Place Wealth Management. Alongside Lee is Chris Webb who joined Liberty in 2008 after working for a large IFA company in London and Lauren Sorenson (Lee's daughter) who became an Adviser in 2015. Lee, Chris and Lauren deal with all aspects of wealth management. They are supported by Kelly Nifton and Sally Rogers who have both worked with Lee for over 15 years. Lisa Devonald (Lee's daughter), joined the Liberty support team in January 2016, is now the Paraplanner.We give wealth management advice on a wide range of products from investment planning, pension planning, inheritance tax and protection. St. James's Place has the freedom to choose any investment manager from any fund management firm to handle funds on behalf of their clients. This allows our clients to diversify their investments by spreading their money across a variety of fund managers with different styles to help achieve superior investment results.We appreciate each financial situation is unique and we like to spend time with our clients, discussing their requirements in detail to create a bespoke solution; we do not believe in a 'one size fits all' approach. We deliver a friendly, honest and personal service to our clients with discretion and in the strictest confidence.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.Trusts are not regulated by the Financial Conduct Authority. 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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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