Wirral, Libertas client since 2018

I came to Julie in 2016 when I was in the process of getting divorced. As part of the divorce settlement I was getting some pension entitlement so I needed specific financial advice. I had never really dealt with the finances before so I was nervous, especially whilst going through the turmoil of a divorce but Julie’s advice has made me feel that my money is safe.

Before I met Julie, I was SO stressed. I didn’t really have a clue about my finances but she was so helpful. She’s very approachable, very friendly and genuine and very knowledgeable. She does regular reviews and we make sure my risk is split, she grounds me! I feel much more confident about my retirement now, much happier and I’m not worried about my finances. I feel that Libertas as a business are a very professional outfit, it shows that Julie is salaried rather than on commission and I feel like she is always working in my best interests.