Client stories

We asked our clients to tell us how we’ve helped them overcome challenges and achieve success in their lives. Here are some of 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?”

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Christopher’s story


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

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Rachel’s story


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

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Paul’s story


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

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Sam’s story


“What I really value is the personal touch.”

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Simon’s story


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

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Gail’s story


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

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James’ story


“Nothing is too much trouble for Libertas.”

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Jack’s story


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

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libertas2019Client stories