Our History

Libertas is a family run, independent financial planning firm  founded by Phil Clerkin.  It has evolved into a modern, professional and well respected wealth management company where a talented team deliver exemplary service.

Our team has over 50 years of combined experience in managing clients’ financial affairs.  We work with private clients, corporate clients and trustees nationwide providing clear, bespoke and impartial solutions to match their individual needs and circumstances.

Clients are fully supported by our trained, qualified & professional team.

How to get started

Our team are ready to help you, simply get in touch direct with one of our team or book your date and time for a Free Financial Strategy Session.

Our People

Phil Clerkin, Chartered MCSI

Director

Email   |   LinkedIn
0161 980 4686 | 07971568687

Julie Preston, DipPFS

Independent Financial Adviser

Email   |   LinkedIn
0161 980 4686 | 07493602984

Jodie Burns

Client Services Manager

Email | LinkedIn
0161 980 4686

Sarah Wielebski

Office Manager

Email   |   LinkedIn
0161 980 4686

Helen Hall

Client Services & Development Manager

Email | LinkedIn
0161 980 4686 | 07493 824588

Investing Time For What Matters

 

Our team believe that by investing time for what matters most – your financial future – we can deliver the most effective planning possible. It is our personal, caring approach that sets us apart and helps us to build a deeper relationship with you and provide a carefully constructed Lifetime Wealth Plan.

We take the time to get to know you and only offer advice that matches your personal objectives.

This approach has helped us to build strong, long lasting relationships.

Our Values

Personal Client Service

Personal client service is the cornerstone of our business.

We strive to deliver a first class service to our clients, establishing long term relationships that evolve with our client’s life cycle.

Integrity

Trust is imperative. We provide our clients with the highest levels of security, compliance, privacy, and confidentiality.

Passion

Our team is passionate about delivering a first class service to our clients, every time. We hold ourselves to a strict fiduciary standard—that means we’re legally bound to always act in your best interest.

Community

We like to give back to the community to help those in need and contribute to the common good.

Simplification

We take the complicated and make it simple. We do our best to eliminate jargon and make it easy for you to understand what we’re talking about.

Transparency

We strive to communicate clearly and frequently, as transparency is one of our key objectives.

Testimonials

  • "We are very pleased with the efficient and friendly service provided by Charles. We would definitely recommend him to family and friends."

    Miss Lyons and Mr Spotwood Manchester
  • "I have no hesitation in recommending Phil Clerkin as a financial advisor. He has been handling my account for several years now and I have always found his judgment to be sound regarding my personal finances. He takes the time to ascertain his clients individual needs and does not apply any pressure regarding which choices I make. He also responds to my messages immediately which means I feel confident that he is in a position to react to market changes when necessary."

    Mr R. Morris Oswestry
  • "My wife and I have been with Phil Clerkin for 15 years. My name is Roy Viner, my wife is Jenny and we have found Phil, Honest, understanding, and very helpful. Myself and Jenny find some financial matters difficult to understand. There is so much Jargon and Figures to be unravelled. Phil has been our advisor from our first investment, he explains everything to us in simple terms, so that we understand. We get the best advice for our needs for now and also in the long term. We are lucky to have found Phil, and have no hesitation in recommending him to anyone."

    Roy and Jenny Viner Whitchurch
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