Libertas Financial Management - Alloa

ian F.

I started dealing with Calum and Libertas by the recommendation of a friend when I was made redundant 3 years ago and had the option to take my pension pot from Rolls Royce and invest elsewhere . Calum arranged a meeting with myself and my wife in his office in Alloa . Calum explained in great detail about how to transfer my pension pot into Royal London and he arranged this all ,and kept us updated on the whole process until it was completed , that was 3 years ago . Since then i am absolutely delighted on how our pension fund has progressed and I cannot thank Calum enough for this . Once a year we meet with Calum who explains everything ,on how our finances have went , he is obviously an expert on what he does and such a nice guy to talk to and deal with .He explains everything in such a simple way to understand , I would recommend Calum and all the staff at Libertas Financial Management for any financial advice you need .

John K.

I have been advised by Libertas, and particularly by Andre, since August 2022. My initial query was about my pension and possible retirement dates. The advice I have had has been very clear and professional, and importantly has helped me make the most of my assets, to the point where I have been able to retire a year or so earlier than I expected. Fees are set out in documentation and explained well, they are not excessive. Andre is always prompt in answering emails and is happy to help at more or less any time. Risks are explained clearly but risk decisions have been left to me, which is as it should be. The funds chosen by Andre have performed well so far, so I have to say that to date I am very happy.

Greg O.

We found Libertas from a work colleague, who recommended a consultation with Andre Scotland when I was “ All at sea” with early retirement!
I cannot speak highly enough of our experience and how we have been guided through the whole journey. Andre was able to recognise and give us options on not only my pension options, but also my wife’s. We have been able now to make plans for our future and couldn’t have done it without his help.. highly recommended

egmeldrum

Form the first moment we met Jamie Auchinvole form Libertas Financial Services he made my wife and I feel totally relaxed, with his friendly and professional approach.
He was very knowledgeable and understood our needs very quickly. Jamie assessed our whole financial situation focusing on our pensions and put a plan of action in place, dispelling any reservations we had about the reality of retiring.
Throughout the whole process Jamie was in constant contact keeping us up to date at every step of the way.
Our experience was excellent and we would have no hesitation in recommending Libertas Financial Services and would like to thank Jamie for his friendly and professional approach and we are looking forward to working with him and Libertas Financial Services for a long time to come.

james F.

Jamie Auchinvole at Libertas Financial Services helped me sort out my pension needs.
I found him to be very thorough, knowledgeable and approachable. He took time to explain things to me and made practical suggestions about my pension and my financial needs.
From first meeting to job done, my entire experience of Jamie and Libertas Financial Services was a positive one and I wouldn't hesitate in recommending them to anyone who needs financial / pension advice.

david G.

Contacted Andre Scotland at Libertas recently after the company i worked at shut down to enquire about my pension funds i had from my time working to speak to him about my options. I had initially considered working part time but as time has went on have decided to retire. Andre has worked tirelessly for me and kept me up to date with what he had being doing giving me options for what i was looking for from my pension. Can highly recommend Libertas Financial Management on my own experience if you are after Financial guidance

Una F.

I contacted Jamie Auchinvole at Libertas Financial Management when I was considering early retirement.
He was professional, knowledgeable, thorough and approachable. When I had questions he took the time to explain things to me and guided me on my pension and financial needs.

I would not hesitate to recommend Jamie and Libertas Financial Management to anyone who needs financial/pension advice.

Anne M.

I moved to Libertas because of the good relationship I had built with Calum Scott when he was my financial adviser at Prudential. I trust him wholeheartedly and am confident in the advice he provides on my pension and investments. I have already recommended him to some friends and would have no hesitation in doing so again.