Free pension and investment review for senior card holders in the comfort of their own homes

Name: OSBORNE FINANCIAL
Item: OSBORNE FINANCIAL
Author: Christina

Osborne Financial has been established to provide unbiased and professional financial advice in plain English. We want to build relationships with clients that will span their whole lives and hopefully those of their families to come.

We are not simply product sellers. Our ethos is based around building a financial plan for our clients and helping them achieve their financial goals over the longer term by reviewing that plan on a regular basis. We utilise the most up to date financial planning software to help us to do this and we are partnered with all of the major institutions in the industry to allow us ensure you are getting access to the best solutions available in the market at all times.

We commit to providing you with the personal attention and interaction that is required and we will meet you at a time and place that suits your busy lives. We are members of the Life Assurance Association (LIA), Financial Planning Standards Board (FPSB Ireland) and Brokers Ireland.

We undertake continuous professional development on an ongoing basis. We would love to hear from you so please get in touch today for a no obligation introductory meeting to see what we can do for you as your financial planner.

Who We Are

My name is Brian Osborne and I am a Certified Financial Planner with over 15 years experience in the financial services industry. I spent the last 9 of those as an adviser with the largest life and pensions provider in Ireland, most recently as a wealth manager.

I have advised families, individuals, company directors, corporations and charities on all aspects of their financial planning needs. I have a wealth of experience as a result and am highly qualified in my field including the highly prestigious and internationally recognised Certified Financial Planner (CFP®) designation.

Education

Bachelor of Commerce – National University of Ireland Galway
Qualified Financial Adviser – (QFA)
Professional Diploma in Retirement Planning Advice – (RPA)
Professional Certificate in Asset Management (Specialist Investment Adviser)
Graduate Diploma in Financial Planning
Certified Financial Planner (CFP)

Our Services include…

Investment Advice

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 to your attitude to risk and are in line with achieving your financial goals.

We will also ensure same is achieved in the most tax efficient manner possible.

Financial Planning

Financial Planning in Six Steps

FPSB’s Financial Planning Process consist of six steps that financial planning professionals use to consider all aspects of a client’s financial situation when formulating financial planning strategies and making recommendations. Scroll down to learn about each step in the process.

Managing finances can be stressful, even for the most savvy consumers. As more and more people become responsible for their long-term financial well-being, global research by FPSB finds that most consumers feel challenged by their finances.

However, consumers who work with financial professionals – particularly those who work with the CERTIFIED FINANCIAL PLANNER professionals – feel better prepared to achieve their financial goals.

We will work together with you to craft an achievable and fulfilling lifetime financial master plan. This will ensure that you have a clear strategy to help you accomplish your life goals and aspirations. Life is not a rehearsal, a plan will make your goals a reality. Contact Osborne Financial to make the first step today!

Other services include…

Contact us today

Address: Osborne Financial Planning Ltd, Kilrush, Athy, Co Kildare, R14YA57
Tel: (059) 8670013 Mobile: (087) 2372847
Email: info@osbornefinancial.ie
Web: www.osbornefinancial.ie

*Guerin Media Ltd does not take responsibility for claims made in the advertisement. We encourage all Seniors Card holders to use discretion and to investigate credentials and references.

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