Libertas Financial Management
Initial consultation free
Independent
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
Clients
helped
60helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
What our clients say
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George
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...
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Bruce
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...
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Gary
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...
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David
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...
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Kenny
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...
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Michael
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...
Compliance
Libertas Financial Management Ltd is an appointed representative of pi financial ltd, which is authorised and regulated by the Financial Conduct Authority. Libertas Financial Management Ltd is registered in Scotland. Registered address – 5 Kings Court, High Street, Falkirk, FK1 1PG Company number – SC679404. Pi financial ltd is registered in England. Registered address – Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU. Company number – 3556277.
Legal information
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