Neil Osborne

BEng CFP Chartered MCSI
Wealth Planner

Since graduating from Oxford Brookes University in 1987 with a degree in Civil Engineering, Neil has spent most of his working life in Financial Services, 20 years of which as a Director of Lewis Chambers. During this period, he helped create a Financial Planning business that managed £200 million of assets, across 300 client families.

Neil enjoys working closely with his clients to truly understand what they want, solving their problems and helping them achieve their aspirations. Over the years, he has formed long term relationships with his clients and by using Financial Planning, combined with a disciplined investment strategy, he has helped his clients achieve their lifetime goals.  What this means in practice, is showing them that they are able to live the life that they want, without the fear of running out of money.

Neil is married with two children and is a keen golfer and is a member of two golf clubs. He enjoys watching sport, cooking and holidays.  Neil holds the internationally recognised Certified Financial Planner accreditation and is a Chartered Wealth Manager.

07392 081598

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