Roy Osbourne

Roy has more than twenty five years' experience in financial services, including twenty years’ as an Independent Financial Adviser working with Chartered Accountants, and is experienced in dealing with the varying, and sometimes technically demanding wealth management needs of clients, for both personal and corporate financial planning.  Including pension planning for pre and post-retirement,  Investment portfolio planning, and the use of tax efficient investment opportunities.  Inheritance Tax mitigation and later life planning.

In addition Roy provides his clients with financial advice for both business protection and individual family protection needs.