Libertas Financial Management

Independent Financial Adviser  28, Alloa Business Centre, Alloa, FK10 3SA
First meeting at adviser's own cost
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.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Mr Jamie Auchinvole
Director and Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Mr Andre Scotland
Director and Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Mr Calum Scott
Director and Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
I have known Andre Scotland for nearly 2 years now and in that time he has been helping me plan for retirement. having worked in Financial Services myself for nearly 40 years I know good service when I see it and Andre has met and surpassed my expectations. I am now looking forward to retiring in the next 12 months all due to Andre's help and guidance
David, Alloa
Calum has helped us set up our retirement plan recently and guided us every step of the way with his excellent professional advice and friendly manner. If it's face to face advice you want rather than a phone conversation then Calum is your man. Nothing is too much trouble for him, explains everything clearly and makes sure you understand what you should expect from your plan. Would advise anybody looking for financial advice to give Calum a call you will not regret it.
Kenny, Motherwell
Having met Jamie regarding a pension queries at his last company, he told me I could retire with the funds I had. This came as a massive but welcome surprise and having spoken to him about it, the reassurance he gave me, convinced me to retire. He had all the information and forecasts with him to back it up but it was also delivered in a friendly layman's terms. When I heard he had started his own company I immediately contacted him to manage my funds, it was a no brainer. Having met his other partners, I can confirm they all provide the same professional service but delivered in a personal, old school way. I can't recommend them highly enough and they now manage my friends funds as well.
Bruce, Alva
All advice that Calum Scott gave was very thorough. He is always very friendly and approachable but never pushy. Calum kept me in the loop at all times and explained everything to me in layman's terms which I greatly appreciated, as not only was this new to me, but his knowledge enabled me to make very important and crucial decisions as to how l wished my future finances to be managed. I would highly recommend Calum to anyone who is looking for a recommendation for a good financial advisor.
George, Glasgow
Form the first moment we met Jamie Auchinvole form Libertas Financial Management he made my wife and I feel totally relaxed, with his friendly and professional approach. He was very knowledgeable and understood our needs very quickly. Jamie assessed our whole financial situation focusing on our pensions and put a plan of action in place, dispelling any reservations we had about the reality of retiring. Throughout the whole process Jamie was in constant contact keeping us up to date at every step of the way. Our experience was excellent and we would have no hesitation in recommending Libertas Financial Management and would like to thank Jamie for his friendly and professional approach and we are looking forward to working with him and Libertas Financial Management for a long time to come.
Gary, Alloa
First class professional and friendly service from Calum Scott, who keeps in regular contact. Highly recommend.
Karen, Bonnybridge
Contacted Andre Scotland at Libertas recently after the company i worked at shut down to enquire about my pension funds i had from my time working to speak to him about my options. I had initially considered working part time but as time has went on have decided to retire. Andre has worked tirelessly for me and kept me up to date with what he had being doing giving me options for what i was looking for from my pension. Can highly recommend Libertas Financial Management on my own experience if you are after Financial guidance.
David, Alva
Can’t recommend Jamie Auchinvole at Libertas highly enough - without speaking to him I would have been facing the prospect of having to work for the next nine years rather than enjoying my retirement.
Robert, Tillicoultry
Andre Scotland was very professional & offered me great advice from start to finish, he would always explain things so I could understand. Andre kept me fully informed from start to finish I fully recommend him & I have.
Michael, Tweedmouth
Having never received financial advice in the past, I wasn’t sure what to expect. During our initial meeting, Andre clearly explained the process and what I could expect which was comforting. What I really liked about dealing with Andre was that he was able to explain technical pension and life insurance terms in such a way that I could understand which gave me confidence in the advice he gave me. As well as this, he kept me up to date at all times on my policies and is always on hand to answer any questions I might have. Having dealt with Andre I now feel more confident in my future plans and as such I would highly recommend him to anyone seeking financial advice.
Ronnie, Tillicoultry
First class service with a personal touch was kept in the loop at every stage big thanks to Calum Scott for a first rate job.
Gordon, Paisley
I moved to Libertas because of the good relationship I had built with Calum Scott when he was my financial adviser at Prudential. I trust him wholeheartedly and am confident in the advice he provides on my pension and investments. I have already recommended him to some friends and would have no hesitation in doing so again.
Anne, Falkirk
After being passed Jamie's details by my husband's cousin, we engaged with Jamie concerning our own financial future. We have nothing but praise for Jamie and the team in the way they have carried out work for us, so much so, we have recommended them to our friends and family. Thank you very much for everything you've done, and we look forward to seeing you on a regular basis
Linda, Airdrie
I contacted Jamie Auchinvole at Libertas Financial Management when I was considering early retirement. He was professional, knowledgeable, thorough and approachable. When I had questions he took the time to explain things to me and guided me on my pension and financial needs. I would not hesitate to recommend Jamie and Libertas Financial Management to anyone who needs financial/pension advice.
Una, Bo'ness
About us

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.

Our services

Retirement Planning
Pension Consolidation
Investments and Wealth Management
Personal, Family and Mortgage Protection
Estate and Succession Planning

Where to find us
Head office address: 28, Alloa Business Centre, Whins Road, Alloa, FK10 3SA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Libertas Financial Management is a trading style of GIFP Limited. GIFP Limited is an appointed representative of pi financial ltd, which is authorised and regulated by the Financial Conduct Authority.

GIFP Limited is registered in England. Registered address - 32 Demontfort Street, Leicester, Leicestershire, England, LE1 7GD. Company number -11144533.

Pi financial ltd is registered in England. Registered address – Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU. Company number – 3556277.

Tax and Estate Planning services are not regulated by the Financial Conduct Authority.

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