Osprey Financial Planning
Your trusted financial advisers in Yorkshire and Solihull servicing clients throughout the UK..
Osprey Financial Planning is a firm of independent financial advisers specialising in providing advice on Pensions, Investments, Inheritance Tax Planning, Wealth Preservation plus Business Protection and Personal Protection. We’ve been helping clients navigate complex financial markets for many years and from those very early days, our business has evolved primarily through client recommendations.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.
Pensions
The individual and group pensions market is constantly evolving, especially with the introduction of pension freedom legislation, making it challenging to stay informed about your retirement planning options.
Investments
Whether you’re planning for retirement, seeking to generate investment income, or looking to create a secure financial cushion, regular investments can help achieve those goals.
Protection
Business Protection and Personal Protection are important safeguards for securing your family’s future and protecting the businesses you’ve worked hard to build. With the right protection in place, you can maintain financial security, support business continuity, and create opportunities for future generations.
Our Skills & Expertise
Osprey Financial Planning is a premier provider of independent financial advice to both private and corporate clients throughout the UK. We understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional financial advice from people you can trust.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.
Osprey Financial Planning work in partnership with our clients, and other professional advisers such as solicitors and accountants, to meet their financial aspirations, and we recognise the importance of providing long-term, ongoing assistance and guidance.
Founded by John White & Cenk Akdeniz, Osprey Financial Planning has a rich history of assisting clients in making informed financial decisions. Over the years, we have built a reputation for trustworthiness, professionalism, and excellence in financial planning.
John White DipFA
Independent Financial Adviser – Director
John studied at Leeds Beckett University, obtaining a degree in Business & Marketing. He has worked in financial services since 2014, spending time at Santander, Vitality and UK's largest mutual life, pensions and investment company, Royal London. He is an award-winning individual who is well connected in the Financial Services Industry. John is a fully qualified independent financial adviser and is DipFA qualified with The London Institute of Banking & Finance. John continues to build on his professional development and is on track to becoming Chartered in the short term.
John has a built up a strong network of professional connections and is well respected in the Leeds & Yorkshire area. John is a highly driven individual who enjoys getting out and meeting with all kinds of people. He aims to assist his clients in managing their finances in the most efficient way possible, using his wide range of specialist knowledge to do so.
Specialist services:
- Pensions
- Investments
- Personal Protection
- Business Protection
- Estate Planning
Cenk Akdeniz
Independent Financial Adviser - Director
Cenk is a fully qualified Independent Financial Adviser and has been in the industry since 2020, after working in Fintech previously. He graduated from the University of Dundee, completing an undergraduate in Politics and Internation Relations, followed by a master’s degree in International Business, Banking and Finance.
Cenk has built up a wealth of knowledge dealing with high net individuals and is currently working towards obtaining Chartered status with the Chartered Insurance Institute. Cenk thrives on helping clients manage their finances and obtain their long-term financial goals, with a proven track record of success and building lasting relationships.
Specialist services:
- Pensions
- Investments
- Protection
- Estate Planning
Treating Customers Fairly
Osprey Financial Planning is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers. Osprey Financial Planning have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK’s leading firms that are wholly committed to providing you with the best possible advice, service and support.