Liberty Wealth Managers

Liberty Wealth Managers provides investment advisory services to United Kingdom expatriates seeking pension transfer and portfolio management services. Pension transfer services include assistance with the pension claim and transfer from the product provider, ensuring that assets are transferred to a UK qualified custodian. Liberty Wealth practices custom management of portfolios, on a non-discretionary basis, according to the client’s objectives. The Advisor’s primary approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance, using exchange listed securities (including exchange traded funds, or ETFs) and mutual funds.