Our Process
To ensure we provide the correct financial advice we need to get to know you and you us. To do this we follow the below process
This is a continual process as your goals and objectives are likely to change as you move through different stages of your life and it is important that your financial planning mirrors these changes.
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.