Our purpose is to create, enhance and protect the Financial Wellbeing of our clients. Helping our clients focus on what it is they truly want out of life and laying a pathway to achieve this is at the core of what we do. We achieve this through discussion, listening and by understanding not just where you are now, but what your vision for future life looks like.
We can then lay robust foundations to build on and help you achieve success on your terms. We're very proud of the long-lasting relationships we build with our clients and the success we've played a part in helping them achieve. We tailor our advice and support to meet the needs of our clients at each stage of life's journey.
We can then lay robust foundations to build on and help you achieve success on your terms. We're very proud of the long-lasting relationships we build with our clients and the success we've played a part in helping them achieve. We tailor our advice and support to meet the needs of our clients at each stage of life's journey.
Services
Our clients tell us that it is our personal, caring approach that sets us apart. Every member of our team is committed to helping you achieve your financial and life goals. Yes, I'd like to receive the monthly Libertas newsletter containing topical news and insights on all aspects of financial planning.
As independent financial advisers, we are free to recommend solutions without restriction and have no financial incentive to recommend any particular products or providers. That means our decisions and recommendations will always be based on what is in your best interests. In fact, we're legally bound to do so.
We tailor our advice and support to meet the needs of clients at each stage of life's journey. For those building a career or family and looking for advice on how to manage, grow and protect their wealth. Tailored specifically to the needs of business owners incorporating personal financial planning and corporate finance services.
For those building their career or starting a family and looking for advice on how to manage, grow and protect their wealth. We can help you define and accomplish your goals with the help of our lifestyle financial planning and cashflow forecasting services and help you get the best from your money.
We work closely with company owners to provide all the essential corporate and personal finance services you will need to help you grow, manage and protect your wealth and future financial wellbeing. As experienced corporate financial planners, we are well-placed to help business owners establish and build a robust financial strategy for the future.
Reviews (7)
Adam Ahmad Yahaya
Oct 26, 2021
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Don't jump into trading if you're not an expert or have enough experience, you'll suffer a great loss, if you don't have anyone to assist you, contact George Stephanie now, to help you trade and manage your account with the best and amazing trading platform, quick withdrawal. with a minimum of $1,000 investment you can make up to $8,000 in 5 trading days, contact Her through WhatsApp:+16269898464 or Email:Georgestephanie831@gmail.com
Helen H.
Jul 30, 2021
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Libertas have done a fantastic job of consolidating my pensions! I now no longer have five statements to ignore but one I have explained to me in an easy-to-understand format with regular reviews to suit me. I can always pick up the phone to speak to Phil, Sarah or James and I'm never made to feel like my question is trivial. I'm really pleased with their service.
Debbie Overton
Jan 16, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Very good professional advice, very helpful, I've spoken with Sarah, Julie & Helen either by email, phone or TEAMS meeting all very friendly and professional and very knowledgeable in their field, fast to respond, nothing too much trouble, highly recommended, pleasure to deal with.
Very good professional advice, very helpful, I've spoken with Sarah, Julie & Helen either by email, phone or TEAMS meeting all very friendly and professional and very knowledgeable in their field, fast to respond, nothing too much trouble, highly recommended, pleasure to deal with.
Beccy Stenson
Aug 21, 2020
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Peter Garnett
Jul 13, 2020
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I met Phil because Phil had dealt with my family for years - he knew my Dad. I decided to continue out of loyalty and because of my Dad’s good judgement in choosing Phil as his Financial Adviser.
I’m very, very happy with what he’s doing. He keeps it simple. He knows my strategy and the risk factor I’m comfortable with, and we get along as individuals; I like him. He’s always given me confidence and did the same for my Dad, so I see absolutely no reason to change.
The Inheritance Tax planning work Phil’s done has been most helpful.
Despite me not having millions to invest, I was
I’m very, very happy with what he’s doing. He keeps it simple. He knows my strategy and the risk factor I’m comfortable with, and we get along as individuals; I like him. He’s always given me confidence and did the same for my Dad, so I see absolutely no reason to change.
The Inheritance Tax planning work Phil’s done has been most helpful.
Despite me not having millions to invest, I was
Janice Sackfield Hotmail Com Fabshoes
Jul 01, 2020
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Positive: Responsiveness
I have been a client of Phil Clerkin for nearly 20 years, his sensible guidelines to sorting all my private pensions into one and working with me to plan for my retirement seven years ago have been seamless - everything has gone to plan. I can't thank him and his team enough for their continued support and useful newsletters.
I have been a client of Phil Clerkin for nearly 20 years, his sensible guidelines to sorting all my private pensions into one and working with me to plan for my retirement seven years ago have been seamless - everything has gone to plan. I can't thank him and his team enough for their continued support and useful newsletters.
Alison Ritchie
Jun 08, 2020
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I have had the pleasure of using Libertas Wealth Management services for several years now following the collapse of some previous investments.Phil and his team have been superb all the way through my journey to get my finances back on track. They operate a very professional efficient service that is designed to suit your individual needs. Their experience, knowledge base and expertise is second to none. I would highly recommend them.
