For charities and trustees


At Libertas, we are passionate about helping you build a sustainable financial plan for your Charity.

Being a Trustee can be challenging. The Trustee Act 2000 requires all Trustees to obtain and consider ‘proper advice’ as part of their extensive responsibilities.

As a financial planning firm experienced in working with charities, we are well-positioned to provide this advice and ensure you fulfil all your legal duties.

When we welcome a new client to the Libertas family, our focus is on creating close, lasting relationships. We offer assistance both initially and regularly as the Charity’s objectives and needs are continually reviewed. By dealing with an authorised and regulated adviser, you can feel confident you are complying with your responsibilities as a Trustee.

We provide advice and guidance to ensure you fulfil all your legal responsibilities and duties.


To find out more about our work with Charities please download our brochure.

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libertas2019For charities and trustees