Louise Osborne


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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Financial Planning

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Estate Planning & Trusts

Estate Planning
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Later Life Financial Advice

Our advice evolves as your life evolves.
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Investment Management

Investing with us
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Equity 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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