I’m Michael Osman. Managing Director and Lifestyle Financial Planner with nearly 30 years industry experience.


From my first day as an adviser at Standard Life in 1997 I have felt that the key benefit I can give clients is to simply help them.  Help them see the bigger picture of their financial life. Bring their money to life, understand what their lifelong ambitions are, today, tomorrow and beyond. Give their daily work routine some purpose and context. Then create a clear path to follow giving them the best possible chance of living the life that they really want to live.


To help our clients achieve this is what makes my career so rewarding.





Michael Osman, Dip PFS

Managing Director & Lifestyle Financial Planner



Donna Osman


Director & Practice Manager



Lisa Elkins




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