If you’re unsure about your retirement plan, have recently experienced changes in your life or are looking to speak to an expert regarding your financial position, we’d love to help with our no-obligation, 60 minute financial review.
With 20 years experience in the planning and protection of estates, Phil Clerkin is an independent adviser who has helped people gain confidence in their financial future. With a “family-first” philosophy, he’s also a Chartered Member of the Chartered Institute for Securities & Investment.
“Having worked with people at various stages of their retirement journey, my goal is to keep financial advice simple. It starts with a conversation centred around you and your retirement goals”.
Often people have an idea of when they want to retire, but do you know how much you need to have in your pot to achieve your goals?
We can pinpoint which pots will help you up to, during and past your retirement - what you leave behind is as important as to what you have at the start.
Our six-stage wealth management investment process means we can offer independent financial advice and protected by the Ombudsman.
“After being let down by a previous adviser, I’ve been able to get myself back on track with Phil’s help.”
Alison, Cheshire
A Libertas client since 2014
“The best piece of work that Phil has done for me has been the consolidation of my various pensions.”
Steve, Cheshire
A Libertas client since 2015