We help our clients to structure their affairs to be as tax efficient as possible. As needs can change over time, we are here to ensure that investments remain suitable. We create simple, diversified, custom-built solutions based upon robust academic principles. We also provide wealth management services to Trustees.
Retirement planning is an important part of your wealth planning. We provide thoughtful and strategic planning that anticipates the unexpected, identifies your goals and accurately illustrates your cash flow requirements now and in the future. We utilise the most comprehensive investment strategies resulting in a structured financial plan that achieves the retirement you envision.
Protection planning can involve looking at life protection, critical illness cover and income protection. As part of our involved process, we conduct a ‘needs analysis’ to help determine whether death or incapacity could have a detrimental effect on your loved ones and what measures can be put in place to protect them.
Many people require face to face advice in order to deal with large or complex issues. However, we understand that not everyone requires this level of service, but equally, may not want to take on the responsibility of running everything themselves. We offer a fully managed, low-cost online ISA and Pension investment service designed and tailored for you without the cost of personalised advice.
Libertas work with a number of company owners assisting them with various aspects of corporate financial planning. We support the business owners and employees with their personal financial situation to ensure all aspects of wealth planning are dealt with. We cover all corporate service business needs as well as succession planning.
We are experienced guardians of family’s assets and financial affairs. We offer a broad range of expertise enabling families to protect capital and enhance their legacy for future generations. Our expertise in investment management, personal financial planning and corporate service means you can benefit from a truly holistic view of your finances.