Libertas Wealth Management has earned its reputation with honesty, professionalism, and a deep dedication to personal service.

We use comprehensive financial planning, our award-winning Voyant tool will help you understand where you are in life, where you want to go and how we could help you to get there.  All our clients who use this service agree that this can be a truly enlightening exercise and can help you with some of life’s most important decisions.

At Libertas, we give every client the time, respect, and personal attention they deserve.

Financial Planning, Without The Hassle.

Our goal is to help you create, enhance and protect your wealth in a way that causes minimum hassle. We want to take away any concern you may have and replace it with confidence.

Strategic Planning involves the creation of your Lifetime Wealth Plan so that you clearly understand where you are now and what you need to achieve in the future. It includes looking at your Tax Optimisation Strategy so that you are doing everything to reduce your tax liabilities and maximise your return.

We offer a comprehensive financial planning service for all your investment and protection needs:

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

Talking Your Language

Our team has many years experience in communicating complex financial plans and strategies in simple to understand formats. We believe our role is to help to educate our clients in the options that available to you, we don’t believe in jargon or waffle – we talk your language and put your goals at the forefront of every conversation.

By taking the time to explain and demonstrate your Lifetime Wealth Plan we can give you the confidence and support needed to achieve your goals.

> Book your free financial strategy session here.