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.
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: