Libertas Wealth Management Financial Service in Frodsham, Cheshire

Reviews

1. Helen H ★★★★★

   Libertas have done a fantastic job of consolidating my pensions! I now no longer have five statements to ignore but one I have explained to me in an easy-to-understand format with regular reviews to suit me. I can always pick up the phone to speak to Phil, Sarah or James and I'm never made to feel like my question is trivial. I'm really pleased with their service.

   almost 4 years ago
2. Debbie Overton ★★★★★

   Very good professional advice, very helpful, I've spoken with Sarah, Julie & Helen either by email, phone or TEAMS meeting all very friendly and professional and very knowledgeable in their field, fast to respond, nothing too much trouble, highly recommended, pleasure to deal with.

   almost 5 years ago
3. Peter Garnett ★★★★★

   I met Phil because Phil had dealt with my family for years - he knew my Dad. I decided to continue out of loyalty and because of my Dad’s good judgement in choosing Phil as his Financial Adviser. I’m very, very happy with what he’s doing. He keeps it simple. He knows my strategy and the risk factor I’m comfortable with, and we get along as individuals; I like him. He’s always given me confidence and did the same for my Dad, so I see absolutely no reason to change. The Inheritance Tax planning work Phil’s done has been most helpful. Despite me not having millions to invest, I was important to him and he took time to help me to understand a pathway. I will be using Phil and Libertas Wealth Management for years to come.

   almost 5 years ago

1. [email protected] fabshoes ★★★★★

   I have been a client of Phil Clerkin for nearly 20 years, his sensible guidelines to sorting all my private pensions into one and working with me to plan for my retirement seven years ago have been seamless - everything has gone to plan. I can't thank him and his team enough for their continued support and useful newsletters.

   almost 5 years ago
2. Beccy Stenson ★★★★★

   Knowledgeable, professional and personal service. Very pleased with the service when dealing with my pension options.

   almost 5 years ago
3. Alison Ritchie ★★★★★

   I have had the pleasure of using Libertas Wealth Management services for several years now following the collapse of some previous investments.Phil and his team have been superb all the way through my journey to get my finances back on track. They operate a very professional efficient service that is designed to suit your individual needs. Their experience, knowledge base and expertise is second to none. I would highly recommend them.

   more 6 years ago

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