Whether your retirement is just around the corner or still some years away, it pays to be prepared. Our retirement planning services will ensure you have peace of mind and security for the years ahead.
At Libertas, we tailor our independent financial advice to meet the needs of our clients at every stage of life’s journey. Our purpose is to create, enhance and protect your financial wellbeing. 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.
Through discussion, listening and by understanding where you are now, and what your vision for future life looks like, we lay robust foundations to build on and help you achieve success on your terms. We’ve very proud of the long-lasting relationships we’ve built with our clients and the success we’ve played a part in helping them achieve.
You may be building a career or family and looking for advice on how to manage, grow and protect your wealth. You may be a busy business owner which can often mean finding the time to plan your own personal finances comes a long way down the list of priorities; we will help you with this and when the time is right, we’ll help you with your succession and estate planning too so you can rest assured your legacy and the financial future of your family will be looked after too.
We always offer a free initial consultation and as part of the Whole in One team we’ll also offer you £50 off the cost of our initial advice fees.
By investing time in your financial future, you can be assured peace of mind and security for the years ahead. We understand that everyone is different; your retirement plans should reflect that.