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Freedom to achieve your goals

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Our Commitment

Clients First

At the heart of our business is the desire to see our clients happy and to ensure that their interests are always put first. Everyone wants to be valued, listened to and understood which is why we specialise in building solutions around you and your goals and desires for the future. We recognise that our prosperity is directly linked to the satisfaction of our clients.

Reputation

Our reputation for honesty, integrity and professionalism is maintained by taking a long-term view with the advice that we provide. By listening to what you wish to achieve, we can work together to implement a strategy that will meet your goals. Many of our clients have referred their friends and family to us, which we believe is testament to the strong relationships we have with our clients and their families.

Future-proofing

As a business, we understand how important it is to embrace change; we like to see it as an opportunity, rather than something to be feared. We are always open to new ideas on how we can improve and grow the services that we offer.

 

Testimonials

 

Just a few of our favourite testimonials from our many clients over the years.

Get in touch to see how we can help

Freedom to achieve your goals
Call us: 01202 795996

Libertas Financial Planning Ltd

1st Floor

8-10 Christchurch Road

Bournemouth

BH1 3NA

 

Libertas Financial Planning Ltd is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Libertas Financial Planning Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 646934.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

Copyright © 2019 - Libertas Financial Planning Ltd - Companies House Registration No: 09197636. Registered in England and Wales. Registered address: 1st Floor, 8-10 Christchurch Road, Bournemouth, BH1 3NA.

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