Investing time for what matters.
Welcome to Libertas Wealth Management.
Our purpose is to create, enhance and protect the Financial Wellbeing of our clients. Helping our clients focus on what it is they truly want out of life and laying a pathway to achieve this is at the core of what we do.
We achieve this through discussion, listening and by understanding not just where you are now, but what your vision for future life looks like. We can then lay robust foundations to build on and help you achieve success on your terms.
We’re very proud of the long-lasting relationships we build with our clients and the success we’ve played a part in helping them achieve.
Who we work with
We tailor our advice and support to meet the needs of our clients at each stage of life’s journey.
Building financial foundations
For those building a career or family and looking for advice on how to manage, grow and protect their wealth.
Business owners
Personal financial planning and corporate finance services tailored specifically to the needs of business owners.
Planning for retirement
Financial and lifestyle planning services for those preparing for retirement, or already at retirement.
Trustees
Providing advice and guidance to ensure you fulfil all your legal responsibilities and duties.
Professional advisers
Building effective, valuable and compliant relationships with solicitors and accountants, for the best interests of clients.
Our team
Meet our clients
We asked some of our clients to tell us how we’ve helped them overcome challenges and achieve success in their lives. Here are their stories, told in their own words.
Andrea’s story
“I’m not waking up in the night any more thinking, ‘what am I going to do?”
Christopher’s story
“You need to deal with someone you can trust and I trust Phil implicitly”
Rachel’s story
“Julie is very knowledgeable; I feel a lot more confident about my retirement plans now.”
Gail’s story
“Whilst going through the turmoil of a divorce, Julie’s advice has made me feel that my money is safe”
How we work
By investing time in your financial future, you can be assured peace of mind and security for the years ahead. Our comprehensive 6-step financial planning process is designed to deliver just that.
