Take the RISK out of your Retirement. Watch our FREE Video.

Your retirement isn’t a game. But all too often, poor choices and bad investments show how much people play around with their money. In this free video, our expert team will guide you through the complex world of pensions, inheritance, and estate planning, giving you a roadmap for a better retirement.

What’s Covered

Growth Strategies For Pensions

If you leave your pension funds to run, markets, strategies and the economic climate in general changes frequently, meaning you could miss out on £ 000's in your retirement.

Mistakes To AVOID

A keen eye for detail can help you avoid HUGE losses. We run through what you need to look for from an investment provider, and the details you need to triple check.

Wills & Estate Planning

Wills, estates and inheritance are personal subjects for many. By planning and structuring things in the right way, you can protect those closest to you when you're no longer here.



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Led by Phil Clerkin, Chartered MCSI - Director of Libertas

With over two decades of experience in the planning and protection of wealth, Phil’s “family-first” philosophy makes him one of the UK's leading advisers. He’s also a Chartered Member of the Chartered Institute for Securities & Investment. His goal is to “keep financial advice simple”.

Why should you watch it?

This free, 20-minute video will give you insights and the best advice on reducing financial risks and protecting your wealth. It's perfect for people who:

  • Are aged 50 and over
  • Own an estate worth £325k+
  • Have experienced recent changes to their lives (who hasn't?!)

What our clients say

“After being let down by a previous adviser, I’ve been able to get myself back on track with Phil’s help.”

Alison, Cheshire
A Libertas client since 2014

“The best piece of work that Phil has done for me has been the consolidation of my various pensions.”

Steve, Cheshire
A Libertas client since 2015

Watch it today