Shaping the future of impartial 
financial services in the UK 
 
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ABOUT US 

 
We have launched Libertatem, a new trade association set up to represent financial advisers, planners and wealth managers across the nation.  
 
Why the name Libertatem? 
 
Latin: for Independence (or Liberty or Freedom). Interestingly Magna Carta’s real title is Magna Carta Libertatum ("The Great Charter of the Liberties"). 
 
We didn’t like the current alphabet soup combinations of “Independent” “Financial” “Adviser” and “Association” – as they are heavily overused terms in the industry! 
 
 
 
Libertatem will aim to provide: 
 
A clearer voice for adviser firms within the regulatory and political framework in the UK & Europe; addressing the challenges they face 
The survival of a strong advisory sector which provides access to impartial advice to the broadest section of society 
It is our role to be proactive – as representatives of the industry and as agents of the client we will work with regulators and the government to come up with a way for how we can all move forward 
We have experienced people on the committee who are well-placed to take on this job  
A formation committee has been put together for the launch of the association – a democratically elected Board will be formed once its membership has been established 
 
 
 
Golden Opportunity:  
 
The new majority Conservative Government gives us an opportunity to examine the accountability and quantum of regulation. Let us see them match their deregulation rhetoric with actions! 
 
<< View this video for an insight into Libertatem and our plans to restore pride into the sector. See how we are aiming to bring focus back to the industry so it can expand advice and the practical benefits the sector brings to the consumer. 
 
 
 
 
 
 
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