Who We Are
At Obsidian, we are committed to ensuring that each of our clients is treated as an individual, and that our advice is tailored to each client's personal situation and goals...
Read MoreWelcome and
thank you.
For your interest
in Obsidian.
As a truly independent organisation, we make available the resources of companies across the entire financial market.
We are truly independent.
This means you can enjoy the benefits of impartial and independent advice at the highest level.
Our dedicated team of Financial Advisers work to develop long-term relationships with our clients. We ensure our clients’ financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of financial advice.
We recognise that any area of Financial Wealth Management is a personal issue and special to you. We are careful to take the time to ensure we understand your individual needs and aspirations – and as these may change over time, we review your affairs to ensure they continue to meet your objectives.
So what makes us different amongst our peers?
In summary, we genuinely care about our clients, we take a pride in what we do, and we ensure we deliver our promises together with a strong emphasis on customer service. It's these simple but all-important qualities, together with our knowledge and expertise, which differentiates us from the rest and ensures we build lasting and trusted relationships with our clients.
Contact us today to begin your journey – we look forward to hearing from you.
To find out how Obsidian can help you, contact us now or if you are already a client speak with your Obsidian adviser.
How We Work
At Obsidian, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We often meet clients at their place of work or their homes...
Read MoreHow we are paid
During the initial free, no-obligation meeting, Obsidian will assess your requirements, and you will be given clear information about the type of advice and level of service provided...
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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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