Louise Osborne
Partner
Louise Osborne is a Partner at Albert Goodman, a Chartered Financial Planner and Fellow of the Personal Finance Society with more than 15 years experience in Financial Services. Louise leads the Albert Goodman Chartered Financial Planning team that are based across Somerset and Dorset.
She specialises in designing and implementing financial, tax and investment planning strategies for retired clients or their Attorneys or Deputies. Generally the advice Louise provides covers income in retirement, investment advice, planning for the cost of long-term care, estate and tax planning. She holds specialist qualifications covering care fees planning and is accredited by the Society for Later Life Advisers (SOLLA).
Louise Osborne is also very experienced in providing financial planning and investment advice to compensation recipients and Trustees and holds the STEP Certificate for Financial Services (Trusts and Estate Planning). Louise became a Partner at Albert Goodman in 2016.
Louise also volunteers as a Dementia Friends Champion for the Alzheimer’s Society, encouraging others to make a positive difference in the lives of people living with dementia and encouraging communities to be more dementia-friendly. Louise delivers information sessions to businesses, clubs, and groups about the impact of dementia and what they can do to help.
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by Louise
Services
Financial Planning
Find out moreEquity Release
There are times when Equity Release can be a useful tool in using the capital tied up in a property to release funds. This could be to supplement a pension, or allow for a one off purchase.
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What’s happening at AG.
We might be 3 months into the new financial year, but we are celebrating after recording significant growth for the year ending 30 April 2024. 🔎
During that time, our audit and financial planning teams have grown by 25% and 22%, we have opened new Bristol and Yeovil offices and we have welcomed 41 new people into the business. Here's to a successful 2024/25. 🍾
3 days ago
We are excited to continue our support for Bristol City Women's Football Club through an expanded partnership which sees us feature on their kit. 👟
It is fantastic to collaborate with such a well-run and well supported team who do Bristol and the West Country proud. 👏🏼
6 days ago
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