Obsidian Financial Services -

Independent Financial Advice, Built on Trust and Technology

We combine modern digital capability with long-term, relationship-driven advice to deliver clear, independent financial planning aligned to your goals.

About Us

Obsidian is built on three pillars: integrity, innovation, and long-term client relationships. We believe cutting-edge technology should enhance—not replace—the personal advice relationship. Our cloud-first systems, rigorous compliance processes, and data-driven insights allow us to deliver advice that is clearer, faster, safer and more aligned to the FCA’s Consumer Duty.

What Makes Us Different

Technology-Enhanced Service

Secure onboarding, digital fact-finding, real-time portfolio insights, automated checks, and safe document transfer.

Consumer Duty Focused

Clear values, strong governance, transparent pricing, and ongoing support at every stage. We have no product bias; all solutions are tailored uniquely to each client.

Modern but Human

Efficient digital processes paired with dedicated, relationship-based financial planning.

Our Services

Investment advice & portfolio construction
Pension & retirement planning
Protection planning for individuals and businesses
Estate & inheritance tax planning
Lifetime cashflow modelling
Mortgage & lending advice
Full holistic financial planning for long-term goals

Contact Us

Obsidian Financial Services invites prospective clients to register their interest ahead of launch to gain early access to its independent advice services. Advance registration helps ensure services are tailored appropriately from day one and enables Obsidian to deliver a high-quality, well-resourced service aligned with clients’ needs and long-term objectives.

Please use the subject line of your message to indicate the area you are interested in, choosing one of the following categories: Pensions, Investments, Mortgages, Protection, or Estate Planning.
In the message field, briefly outline what you are looking to achieve, including any relevant objectives, timeframes, or areas where you would value professional advice. This information will help us understand demand across our services and ensure our offering is aligned with client needs from launch.

Register your interest

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