Libertas Wealth Management
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The Barns, Business Centre, Stretton Rd
Stretton, eng WA4 4NP - (192) 532-0655
Hours
Chamber Rating
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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.
Jan 19th, 2022 -
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 Dads good judgement in choosing Phil as his Financial Adviser. Im very, very happy with what hes doing. He keeps it simple. He knows my strategy and the risk factor Im comfortable with, and we get along as individuals; I like him. Hes always given me confidence and did the same for my Dad, so I see absolutely no reason to change. The Inheritance Tax planning work Phils 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.
Apr 6th, 2021 -
Beccy Stenson
Knowledgeable, professional and personal service. Very pleased with the service when dealing with my pension options.
Mar 16th, 2021 -
[email protected] fabshoes
Positive: Responsiveness
Jul 22nd, 2020 -
Debbie Overton
Positive: Professionalism, Quality, Responsiveness, Value
Jun 14th, 2020
Contact Info
- (192) 532-0655
Questions & Answers
Q What is the phone number for Libertas Wealth Management?
A The phone number for Libertas Wealth Management is: (192) 532-0655.
Q Where is Libertas Wealth Management located?
A Libertas Wealth Management is located at The Barns, Business Centre, Stretton Rd, Stretton, eng WA4 4NP
Q What is the internet address for Libertas Wealth Management?
A The website (URL) for Libertas Wealth Management is: http://www.libertaswm.co.uk/
Q What days are Libertas Wealth Management open?
A Libertas Wealth Management is open:
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 9:00 AM
Thursday: 9:00 AM - 9:00 AM
Friday: 9:00 AM - 9:00 AM
Q How is Libertas Wealth Management rated?
A Libertas Wealth Management has a 5.0 Star Rating from 6 reviewers.
Hours
Ratings and Reviews
Libertas Wealth Management
Overall Rating
Overall Rating
( 6 Reviews )Helen H on Google
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.
Peter Garnett on Google
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 Dads good judgement in choosing Phil as his Financial Adviser.
Im very, very happy with what hes doing. He keeps it simple. He knows my strategy and the risk factor Im comfortable with, and we get along as individuals; I like him. Hes always given me confidence and did the same for my Dad, so I see absolutely no reason to change.
The Inheritance Tax planning work Phils 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.
Beccy Stenson on Google
Knowledgeable, professional and personal service. Very pleased with the service when dealing with my pension options.
Debbie Overton on Google
Positive: Professionalism, Quality, Responsiveness, Value