Libertas Financial Planning
Libertas Financial Planning provides financial advice tailored to individual goals and aspirations. The firm focuses on client satisfaction and building relationships for long-term success.
- Trust services
- Investment advice
- Financial planning
- Pension management
Locations
Competitors
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Evelyn Partners is the UK's leading integrated wealth management and professional services group, dedicated to helping clients manage their financial lives through expert advice and tailored solutions.
Blue Sky Financial Planning Ltd is dedicated to enhancing well-being through comprehensive financial planning.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Libertas Financial Planning is operated by Libertas Financial Planning Ltd and is a Active company incorporated on 1 September 2014 with the registered office located in Bournemouth, Dorset. Libertas Financial Planning Ltd was registered 11 years ago.
Status
Active
Size
Micro
Directors
1
Age
11 years old
Employees
3
Turnover
Unreported
Total Assets
£155.79K
Cash in Bank
£3.66K
Total Liabilities
-£154.36K
Teams
2
Director / Independent Financial Adviser • Joined Oct 2014
Paraplanner • Joined May 2017