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, Chartered MCSI

Director

Julie Preston, DipPFS

Independent Financial Adviser

Jodie Burns

Client Services Manager

Sarah Wielebski

Office Manager

Helen Hall

Client Services & Development Manager

Andrew Brownless

Financial Planner

Ray Clerkin, Chartered MCSI

Financial Education Specialist

Get in touch

If you have an enquiry, please fill out the form below and a member of our team will be in touch.
libertas2019Our team