What Do We Do at Libra?
We are able to offer you a full advisory service as well as assistance with retirement and inheritance tax planning. We will develop with you a bespoke financial plan, easy for you to understand, one that fits your own personal financial circumstances.
A plan that incorporates your current position and shows you how you might achieve the financial targets you have set for yourself. We will provide you with the strategies and plans you need to put in place to give you that financial security.
The plan will be created by focusing on the following areas:
- Setting your objectives
- Assessing affordability
- Assessing your current assets & liabilities
- Assessing your attitude to risk
- Prioritising your needs
Why do you need Libra as your Financial Adviser?
Living or travelling outside your home country often means your existing policies do not provide cover.
We all may one day travel outside our home country if we find the opportunity to further our career. When we uproot ourselves and our families, we also may have to break some of our long standing existing financial arrangements we have set up whilst at home. Your existing local medical and life policies, travel and accidental policies, will generally not cover you whilst you’re abroad
You should ensure you are fully protected against every possible contingency that could possibly happen to you and your family irrespective of any geographical risk.
- Health
- Life
- Critical illness
- Travel
- Kidnap and Ransom
- Accident cover
- Dismemberment
- Income protection
- Repatriation
How We Work.
We Consult, Review & Recommend, Implement and Support.
Consult
- Initial meeting with one of our qualified financial planners
- A chance to ask questions and understand what we do
- Opportunity for us to find out what help you require
- Discuss the options available to you from our menu of services
- Information about our charges
Review & Recommend
- Gathering of information about your existing financial arrangements and full personal circumstances
- Understanding of your investment knowledge and attitude and tolerance towards investment risk
- Recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings
- Preparation of our recommendations to you
- Arranging a second appointment to explain and discuss our recommendations in detail.
Implement
- Handling of all fund and policy administration on your behalf
- Regular updates to keep you informed of progress
- Ensure all your documents are issued in line with your expectations
- Provide confirmation of all actions taken on your behalf in writing
Support
- Structured reviews to give you peace of mind
- Assessment of your current circumstances and any changes to your plans that are needed
- Regular updates and information regarding your holdings
- A choice of differing levels of support depending on your needs
- Ongoing support with correspondence and administration issues
Fees
We do not charge a fee for our insurance and protection services as we will normally receive commission from the policy provider.
Libra Financial Management are Independent Financial Advisers, based in London, UK. Professionally trained to recommend the most suitable products for both Corporate and Individual clients in the UK. Regulated by the Financial Conduct Authority.
Registered in England and Wales Company No. 7062789.
FCA Firm Number: 513236.
Contact Us
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Libra Financial Management
1st floor, 13-15 Rosemont Road, London NW3 6NG. - 44 (0) 208 903 9955 / 6655
- enquiries@libra.financial
- Mon - Fri : 9:00 - 17:00