About Libertas Financial Management

We are a truly independent financial advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
Our philosophy at Libertas Financial Management is freedom, and that’s why we are completely independent with the advice we offer.We have over 30 years’ combined experience in the financial services industry working with some of the largest financial institutions within the UK.We believe that transparency is not only key in building long term relationships but helping shape your financial future.We have a strong belief that financial planning is for everyone, and we understand that every client is different. That’s why we take the time to understand your needs before tailoring your financial plan.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

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