OSL Wealth Management

With over two decades of experience as a Senior Financial Planning Manager at Lloyds Bank within their esteemed Private Banking division, I bring a wealth of expertise to the realm of financial advisory. After 22 successful years at Lloyds, I established my own practice, specialising in advising clients on managing and optimising substantial investment and pension portfolios.

I specialise in navigating complex financial scenarios, providing strategic insights and bespoke solutions tailored to each client's unique wealth management requirements. My focus is exclusively on high-net-worth individuals and families, ensuring personalised attention and bespoke strategies for your financial success.

I collaborate with clients who possess a minimum of £250,000 in investable assets, allowing me to offer a high level of service and access to sophisticated investment opportunities.