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.

How we help

Business owners

Personal financial planning and corporate finance services tailored specifically to the needs of business owners.

How we help

Planning for retirement

Financial and lifestyle planning services for those preparing for retirement, or already at retirement.

How we help

Trustees

Providing advice and guidance to ensure you fulfil all your legal responsibilities and duties.

How we help

Professional advisers

Building effective, valuable and compliant relationships with solicitors and accountants, for the best interests of clients.

How we help

Our team

Phil Clerkin, Chartered MCSI

Director

Julie Preston, DipPFS

Independent Financial Adviser

Jodie Burns

Client Services Manager

Sarah Wielebski

Office Manager

Helen Hall

Client Services & Development Manager

Andrew Brownless

Financial Planner

Ray Clerkin, Chartered MCSI

Financial Education Specialist

James Biggs

Client Services Administrator

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?”

Read more

Christopher’s story

 

“You need to deal with someone you can trust and I trust Phil implicitly”

Read more

Paul’s story

 

“I’m very, very happy with what Phil is doing”

Read more

Sam’s story

 

“What I really value is the personal touch.”

Read more

Simon’s story

 

“I have complete confidence it will get done and get done right.”

Read more

James’ story

 

“Nothing is too much trouble for Libertas.”

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Rachel’s story

 

“Julie is very knowledgeable; I feel a lot more confident about my retirement plans now.”

Read more

Gail’s story

 

“Whilst going through the turmoil of a divorce, Julie’s advice has made me feel that my money is safe”

Read more

Jack’s story

 

“Phil helped me get clarity on when I would be able to retire”

Read more
Book a free financial strategy session

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.

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Get in touch

If you have an enquiry, please fill out the form below and a member of our team will be in touch.
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