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.


Can we afford to retire?
Mr & Mrs C are a married couple in their late 50’s. They had recently sold their business and received £2,300,000 after costs, tax and repayment of business loans. They...
COVID-19 and Pensions
COVID-19 and economic uncertainty will have left many people worried about their finances and whether their pension is safe. This has resulted in the Pension Protection Fund (PPF) joining forces...
The effects of COVID-19 on funding care

This article aims to discuss the effect of COVID-19 on funding care, explained by accredited SOLLA adviser and Partner Louise Osborne. In response to COVID-19 the Government has introduced the…

Investment advice
Many clients ask for investment advice; they have worked hard for their money but are keen to generate investment returns. They often ask where is best to put excess cash?...