Enjoy a Secure Financial Future
We are independent specialists in bespoke wealth management, offering expert guidance
to help individuals, families and business owners achieve their personal financial aspirations.
Protect your capital and increase your assets with a strategic financial plan.
Established in 2009, we are an independent financial advisory company inspired by Minerva - the Greek goddess of wisdom, strategy and justice.
Often depicted by an owl in Greek mythology, Minerva was renowned for her intellect, strategic thinking and foresight – qualities which represent all of the financial management skills we value deeply.
Just as Minerva protected and guided those under her care, we strive to provide insightful guidance and investment strategies to safeguard your financial future.
For complete clarity, our services and costs are clearly outlined in advance before you enter any agreement. No surprises, no hidden charges.
As a privately-owned firm, we offer impartial advice and our recommendations are based on a thorough market analysis - tailored to your specific situation.
Our team have managed millions in assets and continually enhance their knowledge to navigate even the most complex financial scenarios.
Start your journey to financial security with straightforward and stress-free advice.
1
Start with a friendly, no-obligation chat where we get to know you, your goals and your current financial situation. Whether it’s planning for retirement, managing investments or structuring your financial future, we’ll explore ways to help.
2
Using our expertise and access to unique markets, we research the best options tailored to your needs and objectives. Once complete, we’ll present a personal action plan outlining our fees, for complete transparency.
3
Engage with us and we’ll become your dedicated financial advisor, delivering advice designed to suit you're specific goals. As your needs and circumstances evolve, so will our guidance – to keep your financial plan on track.
Keen to Explore Your Options?
arrivalMinerva Financial Planning is a trading style of OSL Financial Consultancy Limited which is authorised and regulated by the Financial Conduct Authority (Our Financial Services Reference number is 747664).
OSL Financial Consultancy Limited, POBOX 746, Hull, HU10 9BP. Company Reg: 06810395 | ICO: ZA115179
Registered Address, The Barn, Bigby, Lincs, DN38 6EE
