Welcome to Libra Financial Management, providers of Independent Financial Advice.

Services for Businesses in the UK

What We Do Why You Need Advice How We Work Our Fees

What Do We Do at Libra?

We work with you to create a plan that fits with your company ethos and objectives, both short and long term. This is complimented with regular meetings to ensure the plan stays on track and allows changes to be made as your business grows. The key areas of the plan are:


Why does your business need financial advice from Libra?

While it can be very rewarding, it’s hard work running a business whether it’s a start-up or an established company. Seeking advice from an experienced financial adviser means you can focus on the things that matter to your company.

  • Getting advice on the management of your finances means you can focus on the long term company objectives.
  • Putting the right employee benefit package in place can attract the best candidates who can drive your company forward.
  • Ensuring you don’t pay more tax than you need to can help cash flows meaning more funds can be reinvested in your business.
  • Financial Advisers often deal with other experts such as accountants and lawyers meaning you can access a wide range of professional services in one place.

How We Work.

We Consult, Review & Recommend, Implement and Support.

Libra Financial Management Process
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 company and its objectives
  • Understanding the main risks in meeting your objectives and what products can help minimise those risks
  • Assessment and suitability of any existing insurance products;
  • Preparation of our recommendations to you
  • Arranging a second appointment to explain and discuss our recommendations in detail.
Implement
  • Handling of all plan 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 company’s current circumstances and any changes to your plans that are needed
  • Regular updates and information relevant to your company
  • A choice of differing levels of support depending on your needs
  • Ongoing support with correspondence and administration issues

Our Fees

Consultancy

For project based work we charge an hourly rate for each phase of the project. This could be a holistic look at your business to see where financial advice and products could add value or could be specific to an area such as tax planning or creating a bespoke employee benefit package. Our hourly rates are:

  • Financial Adviser Hourly Rate - £200
  • Administration Hourly Rate - £50

Group Insurance and Protection Services

We do not charge a fee for our insurance and protection services as we will normally receive commission from the policy provider. You will not be subject to VAT for this service.

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