Welcome to Osprey Wealth Management
Independent financial expertise with a client focused approach
We want to help you achieve your dreams
We combine the highest level of investment expertise and understanding with a client focused approach, giving you the best chance of achieving your financial objectives. We can do this using a traditional or ethically managed investment approach.
Our Story
Having worked in the industry in a number of different roles for over 14 years, Ross has seen the approach to Wealth Management and Financial Planning evolve almost beyond recognition both in terms of how the approach and its application as well as the the industry as a whole having become more professional. Having worked in various roles within the industry he has gained a knowledge of all of the systems and processes required in order to provide a client centric approach to Wealth Management from the bottom up.
Why Osprey Wealth?
We can help you with
We combine a high level of investment expertise and understanding with a client focused approach, giving you the best chance of achieving your financial objectives.
Financial Planning & Modelling
Building a detailed plan to show you what we need to do to help you meet your goals.
Pension Advice & Retirement Planning
Helping you to ensure that your long- term savings are sufficient to provide for the lifestyle you want in retirement.
Savings & Investment Advice
Having a long term savings plan can help you to cover future major expenses whilst minimizing the effect on your current lifestyle.
Retirement Income Options & Tax Planning
Ensuring that you benefit from the attractive tax relief available whilst paying in and that your retirement income plan is optimised to meet your needs and as tax efficient as possible.
Ethically Managed Investments
We offer a selection of portfolios that invest on an ethical basis to minimise the impact on the environment and benefit society.
Inheritance Tax ( IHT ) Planning and Family Wealth Transfer
We can discuss a range of options to help minimise any inheritance tax liability and ensure that as much of your estate passes to your beneficiaries.
Tax Incentivised Investment Schemes ( VCT / EIS / SEIS )
We advise on a range of investments designed to secure investment in early stage companies that will help fuel the long term growth of the economy whilst qualifying for a range of attractive tax reliefs
Financial Protection
Helping you to ensure that you or your loved ones are taken care of should the unexpected happen such as accident, illness or death.
Long Term Care Planning
Putting together a plan to cover your needs should you require long term health care in the future.
Testimonials
FREE Initial Meeting
Would you like a friendly initial meeting to discuss your objectives and how we are able to help? There is no cost involved at this stage as it is merely an opportunity to work out whether we are able to help you fulfil your needs and to get to know you. We are happy to meet you in person or remotely by phone/online.
News & Resourses
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