Our team

Our clients tell us that it is our personal, caring approach that sets us apart. Every member of our team is committed to helping you achieve your financial and life goals.

Find out more about our team members by clicking on the photos below.

Phil Clerkin

Phil Clerkin, Chartered MCSI

Director

Sarah Wielebski

Sarah Wielebski

Office Manager

Helen Hall

Ray Clerkin, Chartered MCSI

Financial Education Specialist

Phil Clerkin

James Biggs

Client Services Administrator

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libertas2019Our team