About Libertas Financial Management

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Libertas is derived from Latin meaning liberty and freedom which underpins the business’s core fundamental values. It is why we believe in complete unbiased, independent financial advice.

At Libertas Financial Management, we aim to combine traditional face to face financial advice with modern day technology.

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Experience

We have over 30 years’ combined experience in the financial services industry working with some of the largest financial institutions within in the UK.

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Transparency

We believe that transparency is not only key in building long term relationships but helping shape your financial future.

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Client Focussed

We believe that financial planning is for everyone, and we understand that every client is different. That’s why we take the time to understand your needs before tailoring your financial plan.

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Independent

Our philosophy at Libertas is freedom, and that’s why we are completely independent with the advice we offer. We believe that this is important because it allows us to research the whole of the market and in turn help achieve the best outcome for you.

Meet the advisers

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Calum

Calum has over 10 years’ experience in the Financial Services industry, learning much of his trade with one of the UK’s largest and most renowned insurance companies.

After developing a solid understanding of Financial Services, Calum went on to complete his Diploma in Regulated Financial Planning through the Chartered Insurance Institute along with several other qualifications including the highly regarded certificate in Pension Transfer Advice.

Following a successful 9 years with the same company, Calum felt it was the right time to start his own independent financial advice firm which values are built on providing clients with independent, bespoke & truly holistic financial advice in helping them achieve their long-term retirement, investment & protection objectives.

Calum has always had a strong passion for working with people in a face-to-face capacity and prides himself on his ability to create highly effective, long-lasting relationships built on complete transparency and trust.

Outside of work, Calum is engaged to his partner Olivia and father to their son Luca, both of whom like to keep him on his toes. When Calum is not hard at work or at home, you can sometimes find him on the golf course and very occasionally up the mountains snowboarding.

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Andre

Andre has over 10 years' experience in Financial Services working for one of the UK's largest and most reputable insurance companies.

During these years Andre successfully secured not only his Diploma in Regulated Financial Planning with the Chartered Insurance Institute, but also achieved advanced qualifications in Pension Transfer Advice. This wealth of experience has enabled Andre to build extensive technical expertise in retirement planning, investments and protection products.

At the heart of everything Andre is driven by a strong desire to help clients, regardless of their goals and aspirations. He prides himself on his ability to build highly effective, long-lasting relationships with all his clients and achieves this by not only providing expert advice, but also a service of the highest standard built on trust and integrity.

Outside of work, Andre recently got married to his wife Heather and they both welcomed their son Lewis to the family in the summer of 2020. On the rare occasion that he does find some spare time, a round of golf is always a welcome distraction.

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Jamie

Jamie has been working in financial services for over 10 years now with one of the UK's largest and most reputable insurance companies. Throughout his time there, Jamie worked in various positions from support roles, business development and laterally as a financial advisor.

Whilst progressing through the company, Jamie successfully completed his Diploma in Regulated Financial Planning with the Chartered Insurance Institute. These various roles enabled Jamie to develop a wealth of experience and help build an extensive technical expertise in retirement planning, investments and protection products.

Key to what allows Jamie to build long-lasting relationship with his clients is trust and transparency. Jamie takes enormous pride in working closely with his clients and building their financial plans which allows them the ability to enjoy life without worrying about their future. His strong work ethic and attention to detail allow Jamie to provide high quality financial advice to his clients.

Outside of work, Jamie married in 2019 to his wife Caitlin and has 2 young children, Lottie and Lucas who take up most of his free time. On the odd occasion where Jamie does find some spare time, he enjoys a round of golf and visiting the gym.

Calls from a BT line are charged at your calling plan’s standard network rate. Mobile and other providers’ charges may vary.
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Calum

Calum has over 10 years’ experience in the Financial Services industry, learning much of his trade with one of the UK’s largest and most renowned insurance companies.

After developing a solid understanding of Financial Services, Calum went on to complete his Diploma in Regulated Financial Planning through the Chartered Insurance Institute along with several other qualifications including the highly regarded certificate in Pension Transfer Advice.

Following a successful 9 years with the same company, Calum felt it was the right time to start his own independent financial advice firm which values are built on providing clients with independent, bespoke & truly holistic financial advice in helping them achieve their long-term retirement, investment & protection objectives.

Calum has always had a strong passion for working with people in a face-to-face capacity and prides himself on his ability to create highly effective, long-lasting relationships built on complete transparency and trust.

Outside of work, Calum is engaged to his partner Olivia and father to their son Luca, both of whom like to keep him on his toes. When Calum is not hard at work or at home, you can sometimes find him on the golf course and very occasionally up the mountains snowboarding.

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Andre

Andre has over 10 years' experience in Financial Services working for one of the UK's largest and most reputable insurance companies.

During these years Andre successfully secured not only his Diploma in Regulated Financial Planning with the Chartered Insurance Institute, but also achieved advanced qualifications in Pension Transfer Advice. This wealth of experience has enabled Andre to build extensive technical expertise in retirement planning, investments and protection products.

At the heart of everything Andre is driven by a strong desire to help clients, regardless of their goals and aspirations. He prides himself on his ability to build highly effective, long-lasting relationships with all his clients and achieves this by not only providing expert advice, but also a service of the highest standard built on trust and integrity.

Outside of work, Andre recently got married to his wife Heather and they both welcomed their son Lewis to the family in the summer of 2020. On the rare occasion that he does find some spare time, a round of golf is always a welcome distraction.

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Jamie

Jamie has been working in financial services for over 10 years now with one of the UK's largest and most reputable insurance companies. Throughout his time there, Jamie worked in various positions from support roles, business development and laterally as a financial advisor.

Whilst progressing through the company, Jamie successfully completed his Diploma in Regulated Financial Planning with the Chartered Insurance Institute. These various roles enabled Jamie to develop a wealth of experience and help build an extensive technical expertise in retirement planning, investments and protection products.

Key to what allows Jamie to build long-lasting relationship with his clients is trust and transparency. Jamie takes enormous pride in working closely with his clients and building their financial plans which allows them the ability to enjoy life without worrying about their future. His strong work ethic and attention to detail allow Jamie to provide high quality financial advice to his clients.

Outside of work, Jamie married in 2019 to his wife Caitlin and has 2 young children, Lottie and Lucas who take up most of his free time. On the odd occasion where Jamie does find some spare time, he enjoys a round of golf and visiting the gym.

Calls from a BT line are charged at your calling plan’s standard network rate. Mobile and other providers’ charges may vary.