Libertas Financial Management is a truly independent financial advice firm with over 30 years’ combined experience in the financial services industry. Our philosophy is freedom, and we believe in establishing long-term client relationships to help you …
Libertas Financial Management is an independent financial advice firm with over 30 years of combined experience in financial services. The firm works with affluent individuals and business owners in Central Scotland, providing financial planning and investment management for those with complex situations or significant assets. Natural referral partners include accountants specialising in tax planning, as high-net-worth clients need coordinated tax and investment strategies. Solicitors focused on estate planning fit naturally, since affluent clients often have succession and inheritance concerns. Mortgage brokers and property advisors complement Libertas, as many clients invest in real estate. A referral to Libertas makes sense when an individual or business owner accumulates substantial assets and needs independent guidance on investment strategy, or when life circumstances change in ways affecting long-term financial planning.