Libertas Wealth Management Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 11 years
Your funds are protected by FSCS
No FCA actions
Active company since 2014
Accounts filed up to 31 March 2025

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

libertaswm.co.uk (opens in a new tab)
Phone number

01928 622332
Address

37 High Street, Frodsham, Cheshire, WA6 7AJ, United Kingdom

In the full report: 3 background checks

When libertaswm.co.uk first appeared online, and whether it can receive email
What kind of line 01928 622332 is
Who else gives the postcode WA6 7AJ

Other names (1)

If you were contacted under any of these names, it is this firm.

Libertas Financial Planning Former trading name: A name it used to trade under.

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (5 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 08842157 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 13 January 2014 (12 years old)
Registered office: 37 High Street, Frodsham, Cheshire, WA6 7AJ, United Kingdom
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Philip Raodh Clerkin	Director	Oct 1974	13 Jan 2014	6 other companies
Beth Louise Clerkin	Secretary	Not published	31 Mar 2024	–

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies: 6
closed down: 6

In the full report: all 6 companies, named

What each company does, and whether it is still trading
Which of its director sits on each board, and since when
Any that went into liquidation or administration
All 2 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

£48.4k

−1.6% from £49.2k

Cash at bank

£113k

+88% from £59.9k

Owed within a year

£88.7k

+30% from £68.0k

Assets and liabilities

In the full report: all 6 years of accounts

Every year from 2020 to 2025
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 08842157. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Libertas Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (11)

2016

6 April 2016

Philip Raodh Clerkin took control (75–100% of shares)

Companies House

2015

6 August 2015

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2014

13 January 2014

Incorporated at Companies House

Companies House

In the full report: all 11 events

All 11 events in its history (4 shown here)
Every director appointment and resignation: 3

Firms connected to Libertas Wealth Management

Other FCA-listed firms that share a director, phone number or address with Libertas Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 2
share its postcode: 2

In the full report: all 2 connected firms, named

How each is linked: the same postcode (2)
Who links each one: the named directors, with dates

Firms like Libertas Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Frodsham

Charles Wealth Management (NW) LimitedFrodshamAppointed representative Enlightened Money LtdFrodshamAppointed representative HWL Wealth Management LimitedFrodshamAppointed representative EB7 LimitedFrodshamAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Libertas Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

6 other companies its directors have run, named
3 background checks on its contact details
6 years of accounts, charted
All 11 events in its history
2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Libertas Wealth Management Ltd FCA authorised?

Yes, Libertas Wealth Management Ltd (FRN 684341) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2015 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Libertas Wealth Management’s phone number and website?

The FCA register lists the phone number 01928 622332 and the website libertaswm.co.uk for Libertas Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Libertas Wealth Management a scam or clone?

Libertas Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Libertas Wealth Management?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Libertas Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Libertas Wealth Management?

Companies House lists one person with significant control of Libertas Wealth Management: Mr Philip Raodh Clerkin (75–100% of shares).

Who runs Libertas Wealth Management?

Companies House lists one director of Libertas Wealth Management: Philip Raodh Clerkin.

How long has Libertas Wealth Management been in business?

The company was formed on 13 January 2014, and has held its current FCA authorisation since August 2015.

What do Libertas Wealth Management’s latest accounts show?

Its latest accounts, to 31 March 2025, show net assets of £48.4k (−1.6% from £49.2k) and cash at bank of £113k (+88% from £59.9k).

Does Libertas Wealth Management use any other names?

It has previously used the name Libertas Financial Planning.