Liberty Wealth Management are a financial management company based in Essex. Founded by Lee Devonald in 1992, Liberty was established as independent financial advisers until 2003 when it became a Partner Practice of St. James's Place Wealth Management. We are able to give wealth management advice on a select range of products ranging from investments, pensions, inheritance tax and protection.
Lee has over 27 years of experience in the financial services industry, previously working with Prudential and Legal & General before founding Liberty.
Working alongside Lee is Chris Webb who joined Liberty in 2008 after working for a large IFA company in London. Both Lee and Chris deal with all aspects of wealth management and are ably supported by three support staff: Kelly Nifton and Sally Rogers who have both worked with Lee for over 13 years and Lauren Sorenson, who joined Liberty in 2009 as Practice Manager. Ian Edgeway is the latest edition to the Liberty team, Ian joined in February 2014 as a Partner Support Manager. Ian has over 25 years experience in the financial services industry, having previously worked at Barclays, AXA and Prudential.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.