Libertas Wealth Management

Libertas Wealth Management Independent Financial Adviser in Frodsham, Cheshire.

Specialising in Retirement Planning, Pensions, Personal Wealth Planning, Financial Protection and Charity Investment Specialists.

Local Independent Financial Planning – Right Here Frodsham. More and more families are being caught by Inheritance Tax (...
01/10/2025

Local Independent Financial Planning – Right Here Frodsham.

More and more families are being caught by Inheritance Tax (IHT). With changes expected in the upcoming budget, it’s an issue that isn’t going away.

At Libertas Wealth Management we’re a local, approachable team helping people in our area understand their options and plan ahead with confidence.

If you’d like a friendly chat about protecting your estate and passing on more to your loved ones, we’re here to help (as well as having tea, coffee and a good supply biscuits!)

👉 Visit www.libertaswm.co.uk call on 01928 622332 or drop us a message.

While it can be tempting to actively monitor your investments and try to time the market, it could affect your portfolio...
22/01/2023

While it can be tempting to actively monitor your investments and try to time the market, it could affect your portfolio’s performance. Find out why a hands-off approach could make sense by clicking the link in our bio

We do too!
12/01/2023

We do too!

“Don’t keep your head in the sand, taking control feels good” - we’ve been running a series of Client interviews and thi...
11/01/2023

“Don’t keep your head in the sand, taking control feels good” - we’ve been running a series of Client interviews and this quote has resonated with us!

We’ve been running a series of Client interviews and this quote has resonated with us!
10/01/2023

We’ve been running a series of Client interviews and this quote has resonated with us!

Imagine your retirement….. Will it be age 55/65/70 or will you be able to retire ahead of schedule? Will you need to get...
08/01/2023

Imagine your retirement…..

Will it be age 55/65/70 or will you be able to retire ahead of schedule? Will you need to get a part time job or will you be able to follow your interests instead?

Take a moment this Sunday evening to ask yourself what matters to YOU about your finances, both now and in the future. Your future self will thank you for it.

Address

37 High Street
Frodsham
WA67AJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441619804686

Website

Alerts

Be the first to know and let us send you an email when Libertas Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category