Case Studies

The new generation of financial advisers

Based in Alloa, Libertas Financial Management successfully launched with the help of Business Gateway in October 2021 and specialises in providing unbiased, independent financial advice.

23rd May 2022

About the business

Set up by financial experts Andre Scotland, Jamie Auchinvole and Calum Scott, the trio have over 30 years of experience in the finance industry and combine traditional face to face financial advice with modern-day technology to provide a uniquely integrated service for clients.

Libertas gained authorisation from the financial services regulator, Financial Conduct Authority in late October 2021, and began offering independent financial advice to clients across central Scotland in the final quarter of that year.

The firm stands out from the competition by bringing a dynamic approach to a traditional sector. They build strong relationships with their clients and ensure they plan and meet financial goals whilst also incorporating social media, online portals, and apps into their service.

Business Gateway helped us exceed our expectations for growth over a short space of time.

How Business Gateway has helped

Working with Business Gateway, Libertas received 1:1 start-up support as well as expert marketing advice. Furthermore, through Business Gateway, the business accessed funding and specialist support in website development. Following this package of support, the company now boasts a strong online presence after launching its website, in 2021.

A spokesperson for Libertas Financial Management said: “We are a generation of digital natives, and this has a significant impact on our approach at Libertas, which prioritises flexibility for our clients, while also embracing technology and the benefits this can bring.

“Business Gateway helped us exceed our expectations for growth over a short space of time. We look forward to working with the team in the future as we continue to push the boundaries of the financial advisory sector.”

Support Provided

1:1 Business Adviser or Support

Specialist Support

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