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About Us

Trusted financial planning since 1992

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Our History

Building trusting relationships

Founded in 1992, Osborne Financial has been building trusted relationships with clients for over 30 years from our offices on the Isle of Man.

We are an experienced team of financial planners, helping individuals and businesses achieve short-term stability and long-term success. Our role is to help you understand where your wealth and finances currently stand, identify where you want to be in the future and then craft a dedicated financial plan to help you get there.

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Meet the team

Meet the people who drive our vision and make it all possible

  • James Osborne

    Managing Director

    Founder of Osborne Financial and a financial adviser with over 50 years of experience. As Chairman of the Financial Planners and Insurance Brokers Association, James is a respected leader in the Isle of Man’s financial community.

  • Spencer Osborne

    Director

    An experienced financial adviser specialising in investment management, life insurance, and private healthcare arrangements. Spencer is dedicated to helping clients achieve their goals with confidence.

  • Richard Stopps

    Head of Compliance

    Head of Compliance and a highly experienced expert in the financial sector, with specialised knowledge in anti-money laundering, fraud prevention and extensive experience in the banking industry.

  • Charles Osborne

    Client Services

    Leading our client services department with a focus on delivering great client results in an efficient manner. He is currently studying for a diploma in financial advice from the London Institute of Banking and Finance.
Our Clients

What sets us apart

We provide clients with the insights and confidence to make informed decisions about their wealth and finances.

At Osborne Financial, we put people at the centre of our business. That means that our clients – and our staff – are always at the forefront of our minds when we make decisions and recommendations. We are always ready to answer your questions and will be honest when discussing ideas and information with you. Your best interests are our best interests.

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Contact Us

Gain new insight into your wealth and finances, today.

Enter your details and we will soon be in touch to discuss your needs. Alternatively, contact us directly via phone and speak to a member of the team.