For individuals
Most people realise by now how low deposit rates are currently in the country’s banks. Whether you just want to start a savings plan for your children’s education or if you have built up a lump sum and are looking for advice we are here to guide you
As part of our assessment, we will complete a risk profile with you ensuring that we only look at options that are suitable for you and will check in with you on a regular basis to ensure that your plans are on track.
We will also organise online access for you so that you can keep an eye on our savings and investments are how they are progressing.
For Self Employed / Business Owners / Corporations / Charities
We will help you diversify your portfolio by investing across a range of different asset classes that are suitable for your attitude to risk and are in line with achieving your financial goals.
We will also ensure the same is achieved in the most tax-efficient manner possible.
Private Wealth Management
As our background is in wealth management we can offer high net worth individuals an unrivalled and personalised long term financial plan and full access to Brian Osborne directly at all times.
We understand that you are probably very busy individuals so allow us to do the work through state of the art financial planning software to give you a clearer picture of where you are headed and ensure you are on track to maintain the high quality of life that you have worked so hard to provide for yourself and your family.
We will ensure that our plan takes account of all tax reliefs available to you and build a plan that ensures you are achieving the best returns possible on your investable assets within the parameters of your personalised risk profile and financial goals and commitments.
Diversification of your assets is key in this exercise. We will work in conjunction with your tax advisers, accountants and solicitors and through our access to the best solutions in the market, we will ensure you have the best in class service at all times.