Jodie Brown
Administrator at Libertas Wealth Management
Jodie Brown's Professional Contact Details
Email (Verified)
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Location
Widnes, England, United Kingdom
Company
Libertas Wealth Management
Person Seniority
entry
Jodie Brown's Current Company Details
Libertas Wealth Management are here to help our Clients create and enhance a lifetime's wealth in a way that causes minimum hassle. We want to take away any concern you may have and replace it with co...
Libertas Wealth Management are here to help our Clients create and enhance a lifetime's wealth in a way that causes minimum hassle. We want to take away any concern you may have and replace it with confidence. Strategic Planning involves the creation of your Lifetime Wealth Plan so that you clearly understand where you are now and what you need to achieve in the future. It includes looking at your Tax Optimisation Strategy so that you are doing everything to reduce your tax liabilities and maximise your return. We offer a comprehensive financial planning service for all your investment and protection needs: •Retirement Planning •Personal Wealth Planning •Personal Protection Planning
•Corporate Services •Mortgages •Family Office Services Wealth Management Planning your finances is a very personal matter. At Libertas we understand that no two people have identical circumstances, ambitions and needs. What's more, needs often change over time so at Libertas the financial plan we produce for you is unique and individually tailored to suit your particular needs. So how do we develop a Wealth Plan specifically for you? We follow a carefully designed financial planning process which has six important steps. •Identify your needs and objectives •Gather information •Prepare an analysis •Develop a plan of action •Implement your plan •Monitor your progress We will develop your risk adjusted Investment Strategy to ensuring your capital is working for you in a way that you feel comfortable. Risk is an essential part of your planning, and we will take time to understand your feelings about taking risk and how this fits in with your goals. We align this with your own personal requirements to ensure that there are no nasty surprises in the long term. Once the risk parameters are established, we can recommend a suitable portfolio of investments, give you projections of likely returns and implement your own personal financial plan.
Founded Year
2014
Organization Website
libertaswm.co.uk
Organization Languages
English
Current Technologies
apache
mobile friendly
google font api
outlook
protection
investment pension advice
financial planning
wealth management
finance
investment management
Jodie Brown's Work History and Education
Libertas Wealth Management
Administrator
2015 - Present
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