Libertas Financial Management Ltd

Financial planning specialists providing independent financial advice with our clients at the heart of everything we do.

General Information
Company Name
Libertas Financial Management Ltd
Founded Year
2020
Location (Offices)
Alloa, United Kingdom +1
Founders / Decision Makers
Number of Employees
4
Industries
Financial Services
Funding Stage
-
Social Media

Libertas Financial Management Ltd - Company Profile

Libertas Financial Management Ltd is a UK-based financial planning specialist with a passion for providing independent financial advice. The company's core focus is on placing clients at the heart of all its operations, prioritizing long-term client relationships to assist individuals in achieving their financial objectives. With over 30 years combined experience in the financial services industry, the team brings a wealth of knowledge from working with major UK financial institutions.

The philosophy at Libertas Financial Management revolves around freedom and independence, evident in its commitment to offering completely independent advice. The emphasis on transparency underscores the company's dedication to nurturing enduring relationships while contributing to shaping the financial futures of its clients.

Recognizing the uniqueness of each client, Libertas Financial Management devotes considerable time to comprehensively understanding individual needs before tailoring personalized financial plans. The company specializes in Retirement and Investment Planning in addition to offering services in Protection and Estate Planning.

Despite being a newly established entity in 2020, Libertas Financial Management exhibits a powerful commitment to client-centric services and possesses a strong vision for providing independent financial advice within the UK financial services industry.

As of now, there is no publicly available information regarding past investments or current investors associated with Libertas Financial Management Ltd. However, given the company's focus and industry expertise, it presents a promising venture for potential investors seeking to participate in the evolving landscape of financial services.

Taxonomy: Independent Financial Advice, Financial Planning, Retirement Planning, Investment Planning, Protection Planning, Estate Planning, Succession Planning, Wealth Management, Pension Consolidation, Corporate Planning, Long-Term Client Relationships, UK Financial Institutions, Client-Centric Approach

Funding Rounds & Investors of Libertas Financial Management Ltd (0)

View All

There is no investment information

Latest News of Libertas Financial Management Ltd

View All

No recent news or press coverage available for Libertas Financial Management Ltd.

Similar Companies to Libertas Financial Management Ltd

View All
Prosperity Wealth - Similar company to Libertas Financial Management Ltd
Prosperity Wealth Independent Financial Advisers specialising in Financial Planning, Employee Benefits, Commercial Finance and Mortgages.
Olympic Investment Group - Similar company to Libertas Financial Management Ltd
Olympic Investment Group Financial guidance for every part of your journey.
Frontier Financial Group - Similar company to Libertas Financial Management Ltd
Frontier Financial Group FrontierFG is a Victorian based financial planning practice providing financial advice to people in education
Strategic Solutions Financial Services - Similar company to Libertas Financial Management Ltd
Strategic Solutions Financial Services Multi award winning and Chartered Independent Financial Advisers
JP Financial Group - Similar company to Libertas Financial Management Ltd
JP Financial Group Helping Create Financial Legacies for Ladies