Best Financial Consulting Courses Bournemouth Near Me

4worldlovers: At the heart of our business is the desire to see our clients happy and to ensure that their interests are always put first. Everyone wants to be valued, listened to and understood which is why we specialise in building solutions around you and your goals and desires for the future. We recognise that our prosperity is directly linked to the satisfaction of our clients.

Our reputation for honesty, integrity and professionalism is maintained by taking a long-term view with the advice that we provide. By listening to what you wish to achieve, we can work together to implement a strategy that will meet your goals. Many of our clients have referred their friends and family to us, which we believe is testament to the strong relationships we have with our clients and their families.

As a business, we understand how important it is to embrace change; we like to see it as an opportunity, rather than something to be feared. We are always open to new ideas on how we can improve and grow the services that we offer.

Just a few of our favourite testimonials from our many clients over the years.

"Paul is a total professional at his job. I will certainly hire him again when the occasion arises"

"Paul is an intelligent, articulate, knowledgeable and friendly professional. I have no hesitation in recommending him"

"Paul worked for me for 14 years before I retired. I have seen him deal with some very tough situations but always without fail remain very focused on looking after his clients. He is trustworthy and has a lovely friendly manner. I have no doubt he will do well for both himself and his clients"

"We have known Paul Burdett for in excess of 10 years, both during his time with his previous firm and since then with his own venture through Libertas Financial Planning. We have always found Paul to be thorough in his research and advice and business like and efficient in his dealings with our finances and very friendly in his dealings with us on a personal level. We have recommended him to colleagues and friends and would have no hesitation in recommending him again. We would always be happy to speak to anyone considering using Paul’s services"

"Paul, I just want to say a big thank you for promptly sorting all the funds I have needed in the last few months - you helped lessen my stress levels with the build as you acted quickly each time I needed more money. I look forward to seeing you next week for my financial review when I know, as always, you will make sure I fully understand my finances, give me good advice and give me options on what to do with the money from my house sale"

"We have known Paul for more than 10 years and he has consistently and diligently provided us with clear advice and information. Our various investments had accumulated with a number of Independent Financial Advisers and in recent years, we have moved all our investments into portfolios managed by Paul. Paul truly engages and is proactive in the service he provides. Paul provides an individual service focused on us and makes himself available at times and locations convenient to us. We would not hesitate to recommend Paul to anyone who requires expert advice on financial matters"

"I am a private investor who, near the end of my ‘working life’ found I required financial and investment advice to manage both mine and my wife’s personal and pensions savings. In the mid ‘noughties’ my accountant recommended Paul Burdett to me. Over the years I cannot praise highly enough the advice and support Paul has provided to me, to the extent that I did not hesitate to continue our relationship into his current venture. I can justifiably confirm that Paul is an extremely affable person who has always provided me with a committed, sincerely personalised and, not least, beneficial service"

"We are very pleased that we chose Libertas to invest our money and to act for us. We have never regretted making this very important decision with regards to our future financial security. Libertas' services have gone some way to ensuring the future of our grandchildren through a trust; an extra we didn't know was available"

"The overall service was excellent and explained well. I would highly recommend Libertas Financial Planning"

"I know that Paul is always available to advise and help - he is always objective in his advice and understands my financial needs and priorities. I have had no hesitation in recommending him to friends and family"

4worldlovers:
If you’re searching for investment, pension or inheritance tax planning support, we’re here to help.


You could build a brighter future with the help of expert financial advice from Skipton.


Whether it's a life changing moment, simply wanting to make more of your money, a retirement that's edging ever closer, or leaving a stronger legacy for your loved ones – something's got you thinking about your financial plans. Speaking to one of our expert financial advisers could make a big difference to your long–term future.


Learn about why you might need financial advice and the benefits of speaking to a financial adviser. Plus, free tools and guides to help you get started.


Whether you’re new to investing or have an established portfolio, we’ll provide as much or as little support as you need. We’re here to help.

If you’re approaching retirement or already enjoying it, we’re here to help you plan financially.

Paying into a pension can be a great way to save for retirement. But are you making the most of yours?

We could help you understand what IHT is, when it comes into effect and how to distribute your estate in a tax-efficient way.

We offer financial advice on investing in Stocks and Shares ISAs through a range of carefully selected funds.

Our recommendations are likely to include stock market-based investments. These are not like bank and building society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise. The Financial Conduct Authority does not regulate most forms of inheritance tax planning.

We are trusted with over £3.8 billion pounds of our customers' money

We offer appointments in branch, over the phone or via video link

There’s no upfront cost to hear our financial advice and we’ll take the time to understand what you want to achieve – before presenting recommendations tailored to your personal circumstances.

You’ll only be charged if you choose to act on our recommendations – the amount will be made clear before you decide.

Our financial advice service could be right for you if you have at least £20,000 to invest or £500 on a monthly basis.

Book your FREE initial consultation to find out if financial advice might be right for you. Simply fill in your details and we’ll be in touch at a time that suits you.

The call will take as little or as long as you need.

You'll also be able to ask any questions you have and find out how we can help.