Your Life, Your Goals, Your Plan.
Our Wealth Management service is delivered completely bespoke for each client.
Planning your finances is a very personal matter. At Libertas we understand that no two people have identical circumstances, ambitions and needs. What’s more, needs often change over time so at Libertas the financial plan we produce for you is unique and individually tailored to suit your particular needs.
So how do we develop a Wealth Plan specifically for you?
We follow a carefully designed financial planning process which has six important steps.
- Identify your needs and objectives
- Gather information
- Prepare an analysis
- Develop a plan of action
- Implement your plan
- Monitor your progress