Hase Osborne Asset Management Ltd

Independent Financial Adviser Chiltern Court, Back Street, Wendover, Bucks, HP22 6EP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We offer an independent, personal level of service delivering the highest standards of client care and advice.
We can advise you on
    • Equity release
    • Home reversion
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
John Osborne BSc FIA DipPFS
Managing Director
Richard Gommo MA (Cantab) DipPFS
Independent Financial Adviser
What our clients say
You made things seem a lot less complicated than we thought they might be! So happy we found Hase Osborne to help us.
Mrs H, Beaconsfield
Where to find us

Chiltern Court, Back Street, Wendover, Bucks, HP22 6EP

Contact us
About us

Hase Osborne brings together three friendly, well-qualified advisers and a highly-experienced support team providing top quality financial planning and high levels of personal service. Established in 2003, we now manage client assets of £100M and pride ourselves on the loyalty and referrals of our existing clients but are always happy to meet with potential new clients, offering an initial meeting with no obligation and conducted at our expense, to help you evaluate whether we are the right team of independent financial planners for you.

Our services

We are Chartered Financial Planners specialising in retirement planning and investment management for private individuals and owner-managed businesses, aiming to deliver services which deal with the financial planning issues most relevant to you. Whether you already have a number of financial products or are taking the first steps to plan your future, we can offer a service that's right for you.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

We are regulated directly by the Financial Conduct Authority but also employ a firm of independent compliance consultants to ensure that our standards of advice and record-keeping continue to meet the rising standards expected of our clients and regulators alike.

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