Investment Planning

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Whether you are saving towards retirement, something special or simply for a rainy day, at Libertas Financial Management we can advise on a range of different investment products to help meet your individual needs
When it comes to investing your savings for your future, there are many considerations to take into account. There are a vast array of investment opportunities, market uncertainties and potential tax implications, therefore it is vitally important to seek the right advice to ensure that your savings are working as hard as you are.

Our advisers will help to guide you through our investment process by creating a bespoke investment strategy with you which is regularly monitored to ensure you are comfortable with the investment risk you are taking on.

Our Financial Planners can advise you on a wide range of investment products including:

  • Individual Savings Accounts (ISAs)/Open Ended Investment Companies (OEICs)/Unit Trusts
  • Investment Bonds
  • Offshore Investment Bonds
  • Environmental, Social & Governance Investments (ESG)
  • Company/Trustee Investments

The value of an investment and the income derived from it may fall as well as rise. Returns are not guaranteed, and you may get back less than you originally invested.

Our Financial Planners can advise you on a wide range of investment products including:

  • Individual Savings Accounts (ISAs)/Open Ended Investment Companies (OEICs)/Unit Trusts
  • Investment Bonds
  • Offshore Investment Bonds
  • Environmental, Social & Governance Investments (ESG)
  • Company/Trustee Investments

The value of an investment and the income derived from it may fall as well as rise. Returns are not guaranteed, and you may get back less than you originally invested.