Planning for life

Accumulating wealth is only worthwhile if you’re able to use that wealth to help you achieve your aspirations.

Maybe you wish to:

• Travel
• Buy property
• Be assured a comfortable standard of living
• Privately educate your children
• Save for university fees
• Invest for the future
• Start saving for your retirement

Whatever your aims, we can help you put important financial foundations in place, and design a plan that allows you to achieve your future goals while making the most of your life today.

Helping you understand your finances better

Our Strategic Planning service involves the creation of your Lifetime Wealth Plan so that you clearly understand where you are now and what you need to achieve in the future. It includes looking at your Tax Optimisation Strategy and ensuring you are doing everything to reduce your tax liabilities and maximise your return.

As part of our comprehensive financial planning service, we use state-of-the-art cash forecasting tools. These tools are invaluable in helping you understand where you are in life right now, financially, and where it is possible for you to get to in the future under different scenarios.

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 our own investment portfolios as well as those 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.

Protecting your wealth

Life has many uncertainties. We all know of people who have fallen ill, had a serious accident or illness or died unexpectedly. Whilst there is no preparing for the emotional impact of loss, there are ways to protect yourself and your loved ones from the catastrophic financial implications of losing your income or losing your health.

We can help you choose the right level and type of cover for your personal circumstances. We only ever recommend solutions that are affordable, appropriate and specific to your requirements.

We provide cover for the following areas: