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.
The good news keeps coming. This time it is from our tax team who have been shortlisted for not one, but two awards. 👏🏼
A great achievement by our team, and we will be keeping our fingers crossed for the awards ceremony next month. 🎇
10 days ago
Our financial planning team are among the Best Financial Advisers to Work For in 2024. 👏🏼
The list comprises of the best employers to work for in the financial services sector, as voted for by our people. 🗳️
Our award–winning team are looking for a Paraplanner, Client Services Associate and a Compliance Officer. For further details and to apply, visit our website. 💬
10 days ago
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