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
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.
Find out more
let's
Fill in the form and we’ll get back to you as soon as possible.
Proud to be associated with
What’s happening at AG.
Another week and another batch of new faces to welcome. Say hello to Katherine and Sophie. 👋🏼
They have joined our financial planning and central services teams, and we are looking forward to being part of their exciting new journey. 🎉
Get in touch with Sophie, or visit albertgoodman.co.uk to view all our vacancies. 💬
3 days ago
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. 🎇
16 days ago
Collaborative
Impactful
Trustworthy
Progressive