Libra Financial Management UK Ltd

Independent Financial Adviser  York House 13th Floor, Wembley, London, HA9 0PA
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FCA authorised
Last authorised 1st March 2021
Our philosophy ‘Excellence above all else’ is something we strongly believe in and put into practice.
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Travel
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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
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Austin Mason
Financial Planner
MRS Angelina Kohli
Managing Director
About us

Found in 1993, Libra Financial Management are Independent Financial Advisers, professionally trained for both Corporate and Individual clients in the UK.

Our experienced are dedicated to offering an individual and personalised advisory service, and recommending plans and products to meet our clients’ needs and expectations.

We believe a good adviser should empathise with clients; and explain simply what arrangements need to be put in place to protect families and businesses and provide finance at a time when people need it the most. Prior planning can mean the difference between living comfortably or in hardship should death, illness or tragedy befall you.. We have ambitions and dreams too and have to face the same difficult decisions many of you may have to make.

Our philosophy ‘Excellence above all else’ is something we strongly believe in and put into practice in the way the business is run.

Our services

Dedication and care - We genuinely care about what we do and the difference we can make to people’s lives.

Personalised Service - Being a boutique company we are able to offer a highly personalised service rather than an off-the-shelf package.

Flexibility - The key to being able to offer a personalised service is to be flexible. As a small company we can rapidly adjust to industry changes and, more importantly, to changes in the requirements of our customers.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

York House 13th Floor, Empire Way, Wembley, London, HA9 0PA

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