Call us: 01202 795996

Email us: enquiries@libertasfinancialplanning.co.uk

Our Services

We offer a free initial face to face or telephone meeting, whichever suits you best. The purpose of this meeting is to establish your current situation and objectives and determine whether we can help you.


Am I making the most of the wealth I have built up?

How are my savings and investments performing?

Are my investments as tax efficient as possible?

How can I use my investment portfolio to provide me with an income?

I’ve made money, but does the return I’m receiving justify the risk I’m taking?

How much risk am I taking with my investments?


Am I on track to retire comfortably?

How much can I afford to spend in retirement?

What age will I be able to retire?

What happens to my pension if I die before taking it?

What options do I have when it comes to taking money from my pension?


How can I reduce the amount of tax payable on my estate when I die?

Will I have to pay Inheritance Tax when my spouse dies?

How much will my family pay to the tax man?


How can I ensure my family’s future is financially secure?

Will I be able to pay my bills if I’m ill and can’t work?

Can I insure my business in the event of a key staff member dying or becoming critically ill?


Can I reduce the amount of Corporate Tax my business has to pay?

Do I need to provide a workplace pension for my staff?


How can I put money in trust for my children/grandchildren?

Do all of your charity’s trustees understand their investment responsibilities?

Does your charity have an investment policy?

When was it last reviewed?


At Libertas Financial Planning, we do not currently offer mortgage advice or general insurance, however we have close links with local companies who we can refer you to. Please contact us for further details.


We have developed strong relationships with various local Accountants and Solicitors who offer different services, and who we can work closely with to provide you with a complete planning service. This can be especially useful when thinking about Trust Investments and Inheritance Tax Planning, for example. We can also liaise with them continually if you would like us to, as part of our ongoing service.

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor.

The financial Conduct Authority ‘FCA’ does not regulate Tax or Trust Planning or Accountancy and Legal services. Workplace pensions are regulated by The Pensions Regulator.

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




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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