Welcome to Liberate Wealth

Liberate Wealth is an Independent Financial Adviser Company, offering fee based financial and tax solutions to private clients, businesses, trustees, solicitors and accountants.

Based in Taunton, Somerset, the advisers have many years’ experience in the independent Financial Services sector, providing a wide range of investment solutions that are tailor made to clients’ individual requirements.

We recognise that most financial products have a core investment at their heart and therefore we look to recommend those that prioritise the provision of consistent investment returns that can be applied to all investment and pension products.

We value our independence as it allows us to provide advice on our understanding of the whole of the market. This means that you will always receive unbiased and independent advice.

Being an Independent Financial Adviser (IFA) is as important to us as it is to you. We will continue to provide completely unbiased advice without the influence of commission payments from Insurance or investment companies. The financial advice market is huge and financial planning can take many forms and can be extremely daunting. As IFAs we can help you establish your life’s goals, analyse your finances and implement a realistic financial plan.

©2024 Liberate Wealth (Taunton) Limited

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