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Our ServicesObsidian firmly believe that choosing an independent financial adviser is one of the most important decisions you will make. We provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure all agreed with you at the outset.
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InvestmentsSensible investment planning revolves around understanding what your investment aims are. You may be willing to accept a degree of short-term risk with an investment that is made for later in life, such as those intended to fund your retirement.
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Retirement PlanningPlanning for your retirement is possibly the most important financial decision you will ever make. With life expectancy increasing year on year, we are now seeing the potential to spend almost as many years enjoying retirement as we have spent saving for it.
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ProtectionWealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.
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MortgagesThere could be a number of reasons why you would want to move house, such as wishing to move to a bigger property, downsizing or simply moving to somewhere more preferable. Whatever the reason, it can still be a very stressful experience, especially if you haven't moved for some time.
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Estate planningEffective estate planning is about getting the right balance between maintaining access to your money when you need it and saving tax. This is because, in general, the more tax-efficient a solution is, the less access you have to your assets.
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Our Services
Obsidian firmly believe that choosing an independent financial adviser is one of the most important decisions you will make. We provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure all agreed with you at the outset.
We will work closely and empathetically on your terms and at your pace – not ours. After all, it takes time to develop a trust-based relationship. However, once that bond develops, we find that our clients stay working with us for many years.
Our core values ensure we act with the utmost degree of integrity pragmatism and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. Working with Obsidian, you can be sure that your collective finances are regularly reviewed and discussed, to meet the ever-changing financial climate and ensure your life plan is on track.
We provide a range of financial advice, management and planning services to businesses and individuals. Our services are designed to grow and protect your wealth in the most tax-efficient way possible.
Our range of financial services for businesses includes:
- corporate tax planning
- business financing and debt
- staff benefits set-up
- key personnel insurance
For individuals, we look at managing your wealth with:
- pension planning
- savings and investments
- insurance and protection
- estate and succession planning