At Liberty IFA Ltd, we’re proud to be a small, friendly team with roots in Edenbridge, Kent, working with clients all across the UK. Founded in 2000 and registered as a limited company in 2018, our business is built on real relationships, honest conversations, and advice that puts people first — never sales targets.
Who will I be working with?
We’re a close-knit team of two and you’ll work with us directly:
Jeremy, our Financial Adviser, brings over 25 years of experience in financial services. He specialises in helping clients plan for retirement, structure their pensions, grow and protect their wealth, and prepare for the future with clarity and confidence.
Rachel, our Client Support Manager, is the friendly and organised heart of the business. She ensures everything runs smoothly behind the scenes, supports clients throughout their journey, and makes sure you always feel informed, supported, and looked after.
As an FCA-authorised independent financial advice firm and a VouchedFor verified, top-rated adviser, we’re proud of the trust our clients place in us — and we work hard every day to earn it.
What does Liberty IFA bring to the table?
Being a small, independent firm means you’ll always be dealing with real people who know you and genuinely care about your outcomes. Whether you prefer to meet in person or online, we offer flexible, secure advice wherever you are.
At Liberty IFA, we believe financial planning isn’t just about numbers — it’s about peace of mind, confidence, and building a future you can feel good about.
Our Values
We believe financial advice should be independent, transparent, and centred around real people and real goals. Our approach is built on trust, clarity, and personal service.
Our Clients
We work with individuals and families at every stage of life, offering a full range of financial planning and advice services, tailored to each client’s unique goals and circumstances.
Our Difference
Our size, independence, and personalised approach allow us to focus fully on our clients — without the influence of corporate sales targets or external agendas.
Our Approach
We focus on long-term relationships built on trust, communication, and consistent support over time. We provide regular reviews and ongoing guidance to ensure financial plans continue to adapt as life changes.
What can you expect from our advice process?
At Liberty IFA, we guide you step by step through our signature financial planning process. From understanding your goals to implementing your plan, we make every stage clear, personalised, and stress-free.
By the end, you’ll have a financial plan you can trust — with ongoing support to ensure it continues to work as your life and goals evolve.
Got a question? We’ve got answers.
We believe in clear, open communication.