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.

What we do

We offer a comprehensive financial planning service designed to help individuals, businesses and charities organise, grow and protect their wealth.

We believe that good financial planning is the key to a happier, more fulfilling and more secure future. By focusing on not just your wealth, but your wellbeing and lifestyle aspirations too, we can ensure your money is working for you in all the right ways.

We follow a carefully designed financial planning process which has six important steps, built around your specific goals and requirements.

Learn more about how we work

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