Elite White

Our People

Our dedicated team of highly skilled, financial service experts, deeply rooted by our core values, is passionate about understanding your challenges and aligning your financial goals with life's milestones, ensuring you a prosperous journey ahead. 

Highly Qualified Advisers

Whether you're a flourishing entrepreneur or a seasoned professional athlete, our financial planners are your allies in financial prosperity, curating bespoke strategies that align with your unique financial aspirations.

Exceptional Financial Professionals

We've assembled a diverse collective of financial services professionals, each dedicated to delivering our trademark blend of rigorous financial proficiency and exceptional service. Together, our team embodies decades of experience in wealth management, navigating the unique financial terrains our clients traverse.

Integrity and Professionalism

Our administrative team ensures a seamless experience, handling the intricate details with meticulous precision. We've cultivated an environment of integrity, professionalism, and personal connection, defining our unique elite ethos. Our team isn’t simply managing your wealth; we're curating a financial journey tailored to your lifestyle and aspirations.

Karl Osmond

Director and Financial Adviser – Specialising in Investment and Wealth

Christine O'Mahony

Director and Financial Adviser – Specialising in Protection and cashflow planning

Emma Smith

Practice Manager

Shaunagh Wilson

Operations Support

Alfie Kawinlowski

Paraplanner

Jessica Brasier

Client Servicing Administrator

Alex Burrows

Paraplanner

Kellie Ellis

Client Servicing Manager

Your Wealth, Our Mastery....Let's Collaborate

Discover a partnership where your ambition and goals meet our expertise,
and together we shape a future of unparalleled prosperity.

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