Independent investment advice on the Costa Blanca
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The Independent Financial Advisers
Established 2001
Contact:
Tel: 0034 96 649 3797
Fax: 0034 96 649 3020
E-mail: info@oswpartnership.com
Wednesday, 07 January , 2009

Member of:

Inter-Alliance logo
Inter-Alliance Worldnet Insurance Advisers, the largest network of Independent Financial Advisers in the World

OSW Partnership
Internationally Qualified Advisers

The OSW Partnership is the trading name of The Personal Wealth Partnership sl, a registered Spanish Company.
We offer advice on all aspects of financial planning and equity release plans.
Our aim is to design a bespoke investment strategy that seeks to achieve your own personal objectives. You may wish your investment capital to generate tax efficient growth, or regular income, or even a mixture of both. Whatever the intention, each recommendation will fully reflect the amount of risk you are willing to take over the short, medium and longer term.
We also recognise that because your personal circumstances might alter in the future, any proposals made now must be flexible enough to accommodate change. We never lose sight of the fact that it is your money, and we never underestimate our responsibility when seeking to achieve your financial aspirations. 		Alternatively, you might wish to release equity from your property, reduce the potential liability to Inheritance Tax or implement life assurance to protect your family. Each tailor made recommendation report is set out in a clear and no nonsense format that presents our ideas in a simple but informative manner.
The OSW Partnership is completely independent, with no connection to any particular financial institution.
We are members of Inter-Alliance Worldnet Insurance Advisers (IAWIA) , the largest network of Independent Financial Advisers in the world.
Our partners/consultants are all Chartered Insurance Institute qualified advisers. We are fully compliant with current EU legislation, and regulated through IAWIA by the Insurance Company Control Service, a division of the Ministry of Finance, Cyprus.

Our consultants

Each of our consultants hold Chartered Insurance Institute (CII) qualifications and are fully compliant with the European Union Directives regulating the provision of financial advice. As members of Inter Alliance Worldnet Insurance Advisers, (IAWIA), the largest network of international financial advisers in the world, we have access to investment products and tax efficient strategies that are unavailable to most other advisers.
Bob Oxley: Senior Partner
Bob Oxley, Financial adviser Bob spent over 20 years as a qualified adviser in the UK, before moving to Spain and taking over the Benitachell office in 2003. He holds Financial Planning Certificates (FPC) 1, 2 and 3 together with the Financial Advisers International Qualification (FAIQ), all of which are ratified by the CII. He also has Investment Planning qualifications ratified by Oxford University. 		Geoff Farrimond: Partner/Consultant
Geoff Farrimond, Financial adviser Geoff was a client before deciding to become a consultant. A very successful businessman within the computer industry, he moved to Spain in 2000 having sold his Company in the UK. Keen to embark upon a new career, Geoff successfully gained the FAIQ giving him a unique insight into financial services, both as a consultant and as a client.
Ian Botterell: Partner/Consultant
Ian Botterell, Financial adviser Ian had over 15 years experience as a financial adviser in the UK before moving to Spain. His credentials include FPC 1, 2 and 3, together with Investment Planning and Advanced Investment Planning qualifications ratified by Oxford University. 		Terry Crandon: Partner/Consultant
Terry Crandon, Financial adviser Terry Crandon: Partner/Consultant Terry joined the Partnership in 2006 to develop and service the growing number of clients located south of Alicante. Prior to moving to Spain in 2004, Terry had 15 years experience in the UK, obtaining FPC1, 2 and 3 as well as CeMap a mortgage advice qualification.
The information contained in the above web pages is believed, by the authors, to be correct and is offered in the best of faith. However, The OSW Partnership should not be held liable for any errors contained within.
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