We are experienced guardians of families assets and financial affairs. We offer a broad range of expertise enabling families to protect capital and enhance their legacy for future generations. Our expertise in investment management, personal and corporate financial planning means you can benefit from a truly holistic view of your finances.
Because we understand that there are a vast number of areas that clients need support with when planning their wealth and finances, we offer support in the following areas through trusted partner firms.
Many things in life revolve around finance. Along with our third party partners, we can help you with…
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/Legal-01-150x150.png)
Legal
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/lending-01-150x150.png)
Lending
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/mortgages-01-150x150.png)
Mortgages
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/probate-support-01-150x150.png)
Probate Support
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/property-investment-01-150x150.png)
Property Investment
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/Tax-01-150x150.png)
Tax
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/will-01-150x150.png)
Wills & Succession Planning
If you want to find out more about family office services, please get in touch!
The fun things in life made easy
There are numerous ways we can support – this tends to be very personalised but examples are:
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/car-01-150x150.png)
Cars
(sports, classic,
collector, super, luxury)
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/holiday-01-150x150.png)
Lifestyle
(holiday, personal,
stylist, party & event planning)
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/house-01-150x150.png)
Property
(buying, selling
and renovating)
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/2nd-option-01-150x150.png)
Second Options
![](https://libertaswm.co.uk/wp-content/uploads/2019/03/moving-van-01-150x150.png)