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Call us: 01202 795996

Email us: enquiries@libertasfinancialplanning.co.uk

Meet the Team

Our main assets are our people; we believe in providing great working conditions, training and support to enable our team to grow both professionally and as individuals. We encourage all of our team members to bring new ideas to our business so that we can provide the best possible service we can.

 

Paul Burdett DipPFS

Director and Independent Financial Adviser

In 2014, with over 14 years’ experience working in Financial Services, Paul felt ready to embrace a new challenge and his dream of setting up a financial services company became a reality when he started Libertas Financial Planning.

Paul’s main focus for the company is building and maintaining special client relationships. He therefore places an emphasis on delivering a personal service to all clients.

When he’s not working, Paul enjoys spending time with Sam and their 3 young children, Evie, Isabella & Oliver. He also teaches martial arts twice a week.

Becky Bryant

Financial Services Administrator

Becky joined Libertas in September 2021, having worked within the financial services industry for over 18 years. During this time she developed a strong knowledge of administration processes and now plays a key role within our team. She has worked with wealth management clients for over 10 years and has gained a lot of experience with dealing with both clients and providers.

In her spare time she enjoys exercise and spending time with her husband and 3 young boys.

 

Samantha Burdett DipPFS

Paraplanner

Sam and Paul have worked together for over 8 years, having met at a previous firm where Sam joined as a trainee. Sam started as a Financial Administrator and, being keen to progress further, learnt the many aspects of Financial Planning leading her to achieve her Diploma in Regulated Financial Planning (DipPFS) in 2013.

Since then, she has worked as a Paraplanner providing technical and analytical support in all areas of Financial Planning.

Sam is currently working part-time and when she’s not at work, she enjoys spending time with Paul and their 3 young children, Evie, Isabella & Oliver.

Sense Network

“Sense Network are committed to independent advice and provide us with regulatory, administrative and technological support.

Sense helps member firms build their businesses through use of market leading technology, streamlining and simplifying time-consuming processes.”

Darren Winspear

Independent Financial Adviser

Originally from Tamworth, Staffordshire, Darren joined the team in September 2021 after adding Independent Financial Adviser to his Mortgage Advice qualifications. Darren has worked in the finance industry since 2015, specialising in later life lending and investment property finance. Prior to this, Darren was an Unmanned Air Systems Pilot within The Royal Artillery.

Darren joined The British Army in 2005-2015 actively serving in Afghanistan on four tours of duty.

In his spare time, Darren is the forwards coach for a local rugby club (East Dorset Dockers) and spends his spare time with his wife, Michelle and his two children. This is usually on the beach or in the garden.

Get in touch to see how we can help

Freedom to achieve your goals
Call us: 01202 795996

Libertas Financial Planning Ltd

Green Park Arlington

5 Exeter Park Road

Bournemouth

BH2 5BD

 

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: Green Park Arlington, 5 Exeter Park Road, Bournemouth, BH2 5BD.

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