Featured Updates
Event
|8th April 2025
Celebrating Leeds Team’s Fundraising Success for Dementia UK Charity
We are thrilled to share the wonderful news of our Leeds team’s recent fundraising success in support of Dementia UK, a charity close to our hearts. The team organised a…
Announcement
|27th April 2023
Liberate Wealth is a Living Wage Employer
We are delighted to announce that we are a Living Wage Foundation accredited Employer. We join organisations across the UK who voluntarily choose to take a stand, by ensuring our…
Announcement
|5th April 2023
Who are Liberate Wealth?
I am delighted to welcome you to Liberate Wealth – a new generation financial planning business that has been years in the making. After a long and fulfilling career working…
All Articles
Announcement
|29th September 2025
We’re Proud to Announce Liberate Wealth is an FT Adviser Top 100 Firm
We’re delighted to share the exciting news that our firm has been recognised as one of the FT Adviser Top 100 Adviser Firms for 2025. This achievement represents a significant…
Event
|8th April 2025
Celebrating Leeds Team’s Fundraising Success for Dementia UK Charity
We are thrilled to share the wonderful news of our Leeds team’s recent fundraising success in support of Dementia UK, a charity close to our hearts. The team organised a…
Blog
|27th March 2025
Spring Statement 2025
We have sought to pick out all the key points from the Spring Statement 2025, including: Read more about the impact of the Spring Statement 2025 by downloading our overview…
Announcement
|27th June 2024
PortfolioMetrix selected as CIP partner
PortfolioMetrix has been chosen as one of Liberate Wealth’s central investment proposition (CIP) partners. The discretionary fund manager (DFM) will provide a suite of model portfolios to Liberate Wealth’s CIP….
Blog
|28th November 2023
Time in the Market vs. Cash
It feels as if the whole industry has suffered exits in the last year or so because of the current high interest rates available versus volatility in the markets. The…
Blog
|12th September 2023
Inheritance Tax
Death and taxes, or as Roy Jenkins once said, “it is a voluntary levy, paid by those who distrust their heirs more than they dislike the Inland Revenue”. To those…
Blog
|21st August 2023
Centralised Investment Propositions (CIPs) – Part 4: Off-Platform solutions
This is the final part of our series on CIPs (parts 1-3 can be found in the resource hub) It can be seen as a bolt-on to whatever in-house or…
Blog
|24th July 2023
Centralised Investment Propositions (CIPs) – Part 3: Outsourced
As we mentioned in the previous piece there is a commercial rationale behind the many outsourced CIPs available. This number is still constantly growing, no doubt fuelled by adviser firms…
Announcement
|26th June 2023
Liberate Wealth is a Greenr Neutral Company
For more information on achieving carbon neutrality visit Greenr.com
