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Liberty Wealth Management Ltd, Senior Partner Practice of St. Jamess Place Wealth Management

Investment Management

Specialities :
Wealth management
Pensions & retirement planning
Inheritance tax planning
Investment planning
Business investment & protection

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Liberty Wealth Management Ltd, Senior Partner Practice of St. Jamess Place Wealth Management

What does Liberty wealth management ltd, senior partner practice of st. jamess place wealth management do?+

Liberty Wealth Management is a family-run financial management company based in Essex. Founded by Lee Devonald in 1992, Liberty is a Senior Partner Practice of St. Jamess 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 (Lees daughter) who became an Adviser in 2015. They are joined by Kelly Nifton, Sally White and Shannon Dann who support the team. Lisa-Jane Lam (Lees daughter), who joined the Liberty support team in January 2016, is the Practice Manager. We give wealth management advice on a wide...

What are Liberty wealth management ltd, senior partner practice of st. jamess place wealth management's specialties? +

Wealth management,pensions & retirement planning,inheritance tax planning,investment planning,business investment & protection,protection,and trust & estate planning

What is Liberty wealth management ltd, senior partner practice of st. jamess place wealth management's industry? +

Liberty wealth management ltd, senior partner practice of st. jamess place wealth management operates in the Investment management industry.

What is Liberty wealth management ltd, senior partner practice of st. jamess place wealth management's revenue? +

Liberty wealth management ltd, senior partner practice of st. jamess place wealth management's revenue is 11m - 100m

What is Liberty wealth management ltd, senior partner practice of st. jamess place wealth management's company size? +

Liberty wealth management ltd, senior partner practice of st. jamess place wealth management has 11 - 50 employees.

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