Who are we

The foundation of our service is a focus on highly personalised financial planning, underpinned by over 50 years of experience and high levels of professional qualifications.

We look to work closely with our clients to help them to understand their aims, goals and objectives. We then develop individual bespoke plans to help them realise them.

We believe that this approach of trust and joint responsibility supported by regular reviews and contact, ensure our clients have the opportunity to achieve their goals and objectives through effective management of their finances.

We at Osprey Financial Services have built our business on providing the above services in the comfort of your own home.

What we do

Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.

Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.

Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place.

As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose.

How we work