Libertas Wealth Management

Libertas is a family run, independent financial planning and wealth management firm based in Cheshire. Our team has over 50 years’ experience in financial services. With specialist knowledge of the charity sector, our aim is to help your Trustees build a sustainable financial plan for your charity, by providing guidance and support with your regulatory duties. We will help you complete a ‘health check’ of your governance and compliance and ensure that a strategic plan is put in place in terms of vision for diversifying income streams and financial impact.