Decisions, decisions...

Are you making decisions about your finances?

If so, choosing your adviser is probably the most important one that you have to get right.

We are an independent, highly qualified, privately owned limited company, authorised and regulated by the Financial Services Authority to give financial advice.

But we like to be different. And our clients see the difference, too.

Trusted relationships

We derive re-occurring income from providing an ongoing service to a limited number of clients. You will be part of an exclusive group with whom we develop trusted relationships based on creating and managing wealth.

Plain English

The financial world is full of jargon and it is sometimes used to obscure rather than enlighten. We cut through the mystique, and explain things in simple terms.

Independent, whole-of-market advice

This means that we are not tied or restricted to one group of companies. We consider options and providers from the whole market. Our specialist skills include tax * and business planning, pensions, investments and insurance of risk.

* The Financial Services Authority does not regulate finance and taxation and trust advice.

Known, agreed cost

Unlike commission-based advisers, we provide your service at an agreed cost that’s clearly set out and fixed in advance.

The service that is right for you

We tailor your package to meet your needs exactly. Whether it starts as transactional only, involves a full financial review or is an ongoing arrangement, there will be a service level that is right for you.

Contact		Specialisation		Email
Mr I Eadie		Group Protection		Liberty Chartered Financial Planners		email me
		Shareholder Protection
		Group Pensions
		Employee Benefits
		Key Person Protection
		Tax Planning for businesses
		Group Stakeholder
		Lump Sum Investments
		Tax planning for Individuals
		Pension Transfers
		Estate Planning
		Pensions (incl Stakeholder)
		Investments for Trusts
		Pension choices at Retirement
		Individual Protection
Mr M Stanton		Shareholder Protection		Liberty Chartered Financial Planners		email me
		Key Person Protection
		Tax Planning for businesses
		Commercial Mortgages
		Residential Mortgages
		Individual Protection
		Lump Sum Investments
		Regular Savings
		Health / Long term care
		Tax planning for Individuals
		Estate Planning
		Educational Fees Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.