Personal financial planning
As a busy business owner, you will undoubtedly be spinning many plates. But that can mean finding the time to plan your own personal finances comes a long way down the list of priorities.
We will help you plan for the future in a holistic way that encompasses both your plans for your business and your personal objectives and ambitions. By working in this way, we can be sure that your money is working for you in just the right way, giving you confidence that your future is in safe hands and being taken care of.
And when the time is right, we’ll help you with your succession and estate planning too, so that you can feel assured your legacy and your family’s financial futures will be looked after too.
Investing your wealth
Libertas Wealth Management has established a six-stage wealth management investment process to deliver independent investment advice to our clients. Our experienced, highly qualified advisers will work with you to understand the level of risk you are comfortable with, and to ensure that you understand the investments we are recommending as part of your overall plan to attain your financial goals.
Through our robust investment selection process, we’re able to provide access to a variety of investment portfolios managed for us by carefully selected Discretionary Fund Management teams. The companies that we entrust are regularly monitored to ensure that they meet our high standards and are still fulfilling our clients’ requirements.