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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.
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.
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.
Independent Financial Adviser
Rob’s background is in Accounts and Audit but he was passionate about pursuing a career in financial advice and joined Libertas Financial Planning in August 2017.
In this time he has been developing his knowledge and skills by working closely with Paul, and qualified as a Financial Adviser obtaining his Diploma in Regulated Financial Planning (DipPFS) in December 2019. His eventual aim is to achieve chartered status.
In his spare time, Rob enjoys spending time with his wife Laura and their dogs Bumble and Maze.
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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.