Liberty Wealth is a fee-only emotionally-intelligent wealth management firm, offering holistic financial planning and investment management services.
Liberty Wealth guides clients to financial freedom and true peace of mind through a wealth management process that goes far beyond investments. They combine a deep technical expertise with a thorough understanding of who their clients are and what matters to them most. With that knowledge they help them define where they want to go and construct portfolios that give them the best chance of getting there.
They act as a fiduciary - always prioritising the interests of their clients and never selling products or accepting commissions or kick-backs from investment providers.
Comprehensive Financial Planning and Discretionary Investment Management: Financial organisation, retirement planning, retirement withdrawal strategies, cash flow analysis, planning for major purchases, estate planning coordination, education funding, pension plan analysis and risk management (life insurance, property insurance and asset protection).
Fort 51 Fort Street George Town, Cayman Islands