Libertas Wealth Management
Libertas Wealth Management focuses on understanding clients' visions for their future and providing financial planning and investment services to help them achieve their goals.
- Wealth protection
- Retirement planning
- Succession planning
- Investment management
- Corporate finance services
- Charity financial planning
- Personal financial planning
Locations
Digital Popularity
Competitors
Puleston Wealth Management Ltd is a financial advisory firm that provides investment and retirement planning services.
Company Details
Libertas Wealth Management is operated by Libertas Wealth Management Ltd and is a Active company incorporated on 13 January 2014 with the registered office located in Frodsham, Cheshire. Libertas Wealth Management Ltd was registered 11 years ago.
Status
Active
Size
Micro
Directors
3
Age
11 years old
Employees
5
Turnover
Unreported
Total Assets
£173.58K
Cash in Bank
£112.55K
Total Liabilities
-£125.21K
Teams
4
Director • Joined Mar 2014
Office Manager • Joined May 2015
Chartered Financial Planner • Joined Nov 2022
Paraplanner • Joined Sep 2024