Trust is key when planning your retirement.
"The team guided me through everything I needed to know and made clear recommendations. They've been spot-on with their due diligence and organisation, and you need that sort of security as an investor.
You need to be able to trust the people you're working with on that".
What a Financial Review Meeting can do for you.
"When I had the first meeting with the director of Libertas, Phil, he was honest and said it like it was. I needed to be able to trust a financial adviser again. I trust Phil implicitly; he's become a friend and a confidante.
He's seen me at my worst financially.. With Phil's help, my pension pot is now back to where it was,. He's helped me get to that point with sensible investments and investing in the right level of risk".