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.

Insights
& resources
by Louise

Article

November 23, 2020

How much do I need to save for retirement?

Article

November 23, 2020

How much can I afford to spend in retirement?

Article

November 23, 2020

Can we afford to retire?

Article

June 08, 2020

COVID-19 and Pensions

Article

May 29, 2020

Importance of a Business Lasting Power of Attorney

Article

May 22, 2020

The effects of COVID-19 on funding care

Specialisms

Care

The care sector in the UK is set to grow over the coming years as our population ages, and it is important that your care business is prepared for the challenges and opportunities ahead. Regardless ...
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Services

Financial Planning

Albert Goodman Chartered Financial Planners are wholly owned by Albert Goodman LLP and have been providing financial advice of the highest standard to individuals and businesses for over 25 years....
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Estate Planning & Trusts

The inheritance nil rate band has been £325,000 since 2009 and has been frozen at this amount until 2026. There is an additional allowance if your home is left to certain relatives but this has also b...
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Later Life Financial Advice

Financial Planning does not stop when you get older or retire. The need for advice can be even greater. It is fundamentally important that, in retirement, you ensure that you have the right financial ...
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Investment Management

We care a great deal about the investment outcomes for our clients, and where our clients invest money can make a real difference to their financial success, especially over the long term. Every c...
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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. Whether o...
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