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.


Posts

Using a trust to protect your assets

Using a trust to protect your assets In later life, many of us are keen to ensure our home and other assets are not sold to pay for care, should the…

The Evolving Role Of The ISA
April 2019 will mark the 20th anniversary of the introduction of Individual Savings Accounts (ISAs). Back in April 1999, there were only three types of ISA, with a maximum total...
Enterprise Investment Scheme – Investment Strategy

Enterprise Investment Scheme investments are suitable for those who wish to diversify their investment portfolios in a tax-efficient way.  Qualifying investments can benefit from up to 30% income tax relief…

The ‘not so’ Affordable Care Act 2014

The recent Care Act 2014 – dubbed the “Affordable Care Act 2014” – hit the headlines for capping care fees at £72,000.  But scratch below the surface and you could…

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