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  7. Osprey Wealth Management

Osprey Wealth Management

Independent Financial Adviser  91 Sunnybank, Warlingham, CR6 9SX
First meeting at adviser's own cost
We are a Wealth Management and Financial Planning company based in Surrey who are passionate about helping clients find out what is needed to achieve their future lifestyle goals and helping them to do this
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Ross Crake Chartered FCSI, CFA
Chartered Wealth Manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
I was looking for professional advice on setting up a personal pension. As I had no idea on what was the best option to go for, I decided to contact Ross for advice. I spoke with Ross who fully understood my goals for retirement. He explained to me jargon free about what investment options I could go with. I was very happy on the recommendation I got. After meeting Ross, I can now see the potential benefits of investing in the long term. His product recommendation is also very suitable for my needs.
P Rudd, Warlingham
My wife and I have enjoyed working with Ross. We have total confidence that he will continue to keep our best interests at heart mind when suggesting financial decisions in the future.
A Shambler, Porthcawl
Ross could not have done more for us. We are now his clients and we feel extremely comfortable with our decision.
AC, Purley
I have dealt with financial advisers in the past who talk in a way that is very difficult to understand but Ross was very good -thank-you. Thank-you Ross for making this process easy for me!
CM, Bristol
About us

We are a fully independent wealth management company which allows us to choose the best products and providers for clients needs. We are highly qualified in the areas in which we advise and we find by listening to what clients truly hope to achieve, we are able to build a plan to help them get towards this and have the lifestyle that they want.

Our services

We are able to help with all areas of financial planning and wealth management including the following:

Financial Planning & Modelling
Helping you to build a detailed financial plan to help you to understand what is needed in order to achieve your desired future lifestyle or make a major purchase

Pension Savings and Investment Planning Ensuring that your savings are invested in the most tax efficient way and working hard for you over the long term

Retirement Planning
Ensuring you get the maximum benefit from your savings and making sure they do not run out during your lifetime and helping you to understand all of the options available

Inheritance Tax Planning/Family Wealth Transfer
Helping you to plan your estate to ensure that it goes to your beneficiaries on death rather than the tax man

Financial Protection
Ensuring that you and your loved ones are taken care of should the unexpected happen

Ethical Investments
Making sure your savings are invested for positive impact

Where to find us
Head office address: 91 Sunnybank, Warlingham, CR0 0FD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

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