LIBERTY ROCK INSIGHTS

Perspective on wealth, protection, and what comes next

Insight and analysis from the team behind Liberty Rock, for clients and readers who think carefully about what they build.

Latest insights

How to Verify an Adviser’s Track Record and Professional History

Choosing an adviser is a significant decision. Qualifications and professional titles can provide useful information, but they do not tell you everything about an adviser’s experience or suitability for a particular assignment. A proper review should examine the adviser’s professional history, relevant experience, previous work, credentials and approach to client

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Ten Questions to Ask Before Signing an Advisory Engagement Letter

Choosing an adviser is an important business decision. Before signing an advisory engagement letter, you should understand exactly what you are agreeing to. An engagement letter sets out the relationship between you and the adviser. It typically explains the scope of work, responsibilities, fees, assumptions and other terms that will

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How to Check Whether a Business Adviser Is Properly Regulated

Choosing a business adviser can involve more than comparing experience, fees or a list of services. If an adviser is helping you make an important financial or commercial decision, you need to understand who they are, what they are authorised to do and what standards apply to their work. The

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How Liberty Rock Keeps Its Information Clear, Current and Useful

When someone is considering an advisory firm, the information they find online can influence their decision long before they speak to an adviser. That makes accurate and accessible information important. At Liberty Rock Limited, we recognise that prospective clients may want to understand who we are, what we do, how

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How Liberty Rock Continues to Develop Its Advisory Services

Professional advisory firms need to keep developing as the needs of their clients change. That can mean bringing new expertise into the business, improving internal processes, expanding service capabilities and reviewing how information is communicated to clients. For Liberty Rock, recent development has focused on these areas while maintaining the

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What Press Coverage Really Tells You About an Advisory Firm

When people research a professional advisory firm, they often look beyond its website. They may search the company name alongside terms such as reviews, news, media coverage, complaints or industry commentary. This is a natural part of due diligence, particularly when the firm deals with financial, tax or business matters.

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