Kieran Osborne

Director | Estate Planning Consultant at Squiggle Consult
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Contact Information
Location
Ashford, England, United Kingdom, UK

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5.0

/5.0
/ Based on 2 ratings
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Bal Gill

Been working with Kieran for a year and half, in the same industry and he is someone I would really trust my clients with and he always does the best for every client.

Caroline Adams

I do freelance social media management for Kieran's Legacy Planning business. He is incredibly knowledgeable, patient and always puts the needs of his customers first. It's an absolute pleasure working with him and I thoroughly recommend his professional services.

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Credentials

  • Full Member
    The Society of Will Writers
    Jan, 2022
    - Sep, 2024
  • Membership
    Institute of Paralegals
    Jun, 2021
    - Sep, 2024
  • Certificate in Trusts & Estates
    STEP – Advising Families Across Generations

Experience

    • United Kingdom
    • Legal Services
    • 1 - 100 Employee
    • Director | Estate Planning Consultant
      • May 2017 - Present

      Squiggle Consult is built upon efficiency, simplicity and putting the client first. We act as independent consultants, offering a variety of services such as Wills, Trusts and Legacy Planning dependent on our client needs. We have years of experience in giving honest and trustworthy advice. Throughout our lives most of us will need the assistance of a legal practitioner. This can be for a variety of occasions, including: ‍ ✓ You need to make a will ✓ You have or are looking to start a new business ✓ You are preparing to pass your business down to your family ✓ You have or are looking to start a family ✓ You would like to set up a Legacy Plan ✓ You want to ensure your family is looked after in the event of your death ✓ You are getting a divorce or separation Show less

    • United Kingdom
    • Legal Services
    • Chief Executive Officer
      • Dec 2019 - Present
    • Founder & Trustee
      • May 2020 - Present

      Squiggle Giving provides funding to a wide range of charities across Kent. Established in 2020, The Squiggle Group created Squiggle Giving, with the sole aim of supporting and giving back to the communities that we love. If recent events have shown us anything it’s how a small amount of support can go along way. We want to help those that need a helping hand, charities that continue to help others even when it’s not the easy option, and we want to ensure that these charities are around for the future to continue their good work. Kent hoasts so many great charities that provide invaluable services to the local communities, and this charitable fund will help support them through our grant scheme. Our grants are specifically available for Kent charities and will either be £250, £500, £750, £1000 or £2,500. Our Squiggle Giving Board of Trustees will consider the applications and oversee the grant process, to ensure that these grants will give these charities some well-deserved financial support. We also hope to further amplify their efforts by providing them publicity through our charity grand process. Squiggle Giving will accept donations no matter how large or small to go towards helping all of these local heroes, who continue to support communities and help others through times of hardship. Show less

    • Co-Founder & Trustee
      • Jul 2019 - Present

      The Bloomers Trust is a charity that has been set up to show love and compassion through the giving of essential, practical gifts which are not provided by other sources. The Bloomers Trust will be supplying, wherever possible, items requested by Caseworkers for vulnerable women and babies whom they are supporting. This includes: Push chairs, Moses Baskets, High chairs, Cots etc. These items will be second hand goods of the highest quality. This will also include items purchased new which are considered as essentials for nursing mums including: breast pads, maternity pads, and nursing bras. Show less

    • Australia
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Business Development Manager
      • May 2017 - Jan 2018

      I can assist you directly with a number of personal legal services such as Wills, Trusts and Legacy Planning or with business matters such as Shareholder Agreements and company formation. In addition, I can help you access expert legal assistance for virtually any matter from simple conveyancing up to representation by experienced Barristers or leading Queen’s Counsel for more complicated personal, business or criminal matters. The important thing to remember is that I will be there to support and assist you every step of the way. Throughout our lives, most of us will need the assistance of a legal practitioner on a number of occasions, whether it’s in relation to business matters or because we are moving house, making a will, been injured in an accident or a whole host of other reasons. No one lawyer or firm can profess to be an expert in all areas and finding the right person to represent you is what’s most important. Due to my vast experience and knowledge of the Finance, Legal & Professional Sector, I have built up a network of contacts to assist me in providing a full solution, namely; > Taxation > Legal Services > High Net Worth Advice > Wills, Trusts & Estate Planning > Business Consultancy > Energy Management > Insurance Show less

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Oct 2015 - Apr 2017

      Managing a portfolio of clients, supporting them with a variety of financial needs.

    • Assistant Relationship Director (Secondment)
      • Jul 2015 - Oct 2015

      • Assisting the management of a diverse portfolio of trading businesses with turnover between £10m and £25m• Facilitating over £3m worth of SME lending within a 6month period.• Assisted in mitigating risk when my clients reached short term cash flow problems.

    • Manufacturing Assistant Relationship Manager
      • Jun 2014 - Jul 2015

      Providing specialist support for SME Manufacturing Clients in the South East.

    • Personal Banking Advisor
      • Jun 2010 - Jun 2014

      • provide an excellent customer experience ensuring that every customer is treated in a warm, friendly and respectful manner that shows genuine interest in their needs and leaves them feeling valued as one of my clients• demonstrate the desired standards and behaviours of the financial sector.• ensure that any customers experiencing financial difficulties receive help, advice and guidance appropriate to their own needs and personal circumstances. • seek, manage and generate my own individual client needs and quality referral opportunities through a variety of sources. • build and maintain effective relationships with specialist & investment advisors to provide an excellent customer experience, leverage quality referrals and generate opportunities accurately that deepen customer relationships. Show less

    • United Kingdom
    • Transportation/Trucking/Railroad
    • Shift Manager
      • Jun 2007 - Jun 2010

      Manage a team of up to 20 people, Qualified First Aider, Optimise Productivity & Efficiency, Maximise Sales, Upselling & Upskilling Manage a team of up to 20 people, Qualified First Aider, Optimise Productivity & Efficiency, Maximise Sales, Upselling & Upskilling

Education

  • STEP - The Society of Trust and Estate Practioners
    Certificate in Trusts and Estates (England and Wales), Distinction
    2020 - 2020
  • Institute of Financial Services
    Certificate in Financial Administration and Planning, Pass
    2012 - 2013
  • South Kent College
    Computing, Computer Engineering
    2007 - 2009

Community

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