Liberty Estate Planning

26/02/2026

Happy 50th Birthday to our lovely Jo!

Have a lovely week away🙂

20/02/2026

Honouring heritage, planning for the future 🏛️✨

We’re delighted to announce the opening of our new office in Bourne.

Located in the historic old Lloyds bank chambers, we’ve retained a respectful nod to its former life while creating a welcoming, modern space for our clients. It felt fitting for a financial planning firm to be based in a building with such heritage.

Being right in the heart of the community matters to us. We’re proud to continue supporting local individuals and families from our new home.

If you’re nearby, feel free to pop in and say hello — the door is always open.

08/10/2025

We were lucky enough to be awarded the Best Estate Planning Firm and the Client Service Excellence Award from the Midland Enterprise Awards!
https://smenews.digital/winners/liberty-estate-planning-ltd/

11/09/2025

We are looking for an Administrator to join our team - please visit https://libertyestateplanning.co.uk/career/administrator/ to apply!

01/08/2025

We would be grateful if you could please vote for us!

08/07/2025

We have been shortlisted for the Outstanding Customer Service category at the Deeping Business Awards - we would be grateful if you can vote for us!

Voting Form - Please use this form to cast your votes. You may vote in as many categories as you like. Voting closes on the 31st August 2025 and the Awards will be presented on Saturday 4th October 2025.

06/02/2025

Today we are celebrating Jo's 10 year Workiversary at Liberty.

Thank you for being an amazing part of our team!

23/12/2024

Our office is now closed and we reopen on 2nd January - Wishing you and your families a Merry Christmas.

06/12/2024

16/08/2024

If you recently used our services, we would love to hear from you!

Post a review to our profile on Google

06/06/2024

Congratulations to Mr & Mrs Youles who won the luxury hamper from our prize draw!