Mike Osmond

Financial Planner

Reviews and Ratings for Financial adviser Mike Osmond, Portsmouth

Member of the Personal Finance Society

Mike’s role at Lawrence Clarke

Mike has worked at Lawrence Clarke since 2012 and before this, he established and successfully operated his own financial services firm for 26 years. His expertise lies in mortgages, equity release, investments, personal pensions, and life assurance.

The information you need to know

Here's Mike’s...

FCA Register Qualifications

Qualifications

  • FPC (Financial Planning Certificate)

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Diploma in Financial Planning

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Certificate in Equity Release

    The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • Certificate in Advanced Mortgage Advice

    The Level 4 Certificate in Advanced Mortgage Advice goes above and beyond the FCA’s minimum qualification requirements, enabling mortgage advisers to expand their advice capabilities and advise clients with complex needs and circumstances.

  • Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Statement Of Professional Standing

When Mike isn’t working

Mike enjoys watching football and cricket, swimming, and decorating in his spare time.

Mike in the spotlight

What’s your proudest moment as a financial planner?

Seeing how people I have acted for over the years have financially grown with my help.

What do you love most about your job?

Meeting people, the flexibility and interacting with other staff members.

What's the best piece of advice you've ever received?

I was advised to start my career in retail to understand the public better and observe their reactions in various situations.

Where is your favourite location in the world?

San Francisco.

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    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

    Approved by Best Practice IFA Group 19/02/2025.

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    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200