Emine Osman

Emine Osman, Financial Planner

Emine Osman, Chartered Financial Planner

Having been in the industry since 2001, Emine has many years’ experience as an Independent Financial Planner. She had gained extensive knowledge in all areas of Personal Financial Planning, including investments, pensions, trusts and tax planning. She also has a background in Economics, including BA (Hons) in Economics.

Emine delivers a personal, caring and friendly service in what can be perceived as a complex area. By working closely with her clients and their loved ones, a bespoke financial plan can be put into place to give them peace of mind and put them in the best position to achieve their short, medium and long term financial objectives.

Emine works closely with her clients on a long-term basis,  developing a close rapport and understanding of their financial circumstances to help improve their financial position, whilst trying to monitor changes in legislation and avoid any detrimental impact wherever possible. By working closely with a number of other specialists she is able to provide a comprehensive service.


Qualifications:

Financial Services, Regulations & Ethics (CF1), Investment and risk (CF2), Retirement planning (CF4), Integrated Financial Planning (CF5), Financial Planning Certificate (FP1 & FP2), Financial protection (RO5), Certificate In Advanced Mortgage Advice (CF6), Financial services, Regulation & Ethics (RO1), Investment Principles and Risk (R02), Personal Taxation (R03),  Pensions and Retirement Planning (RO4), Financial Planning Practice (R06),  Personal Tax and Trust Planning (AF1), Pension Plannin (AF3), Investment Planning (AF4), Financial Planning Process (AF5).

BA (Hons) in Economics and Administrative Science
















Contact Details

Telephone: 020 7382 0446

Fax: 0844 756 0462

Email: eosman@rad-new.com

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Tax and Trusts planning are not regulated by the Financial Conduct Authority.

Tax treatment is based on individual circumstances and may be subject to change in the future.

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