Kieran Osborne work email
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Kieran Osborne personal email
Experienced Managing Director and entrepreneur with a demonstrated history of success in the Estate Planning industry. Founder of Squiggle Consult and YEPP Limited, I am passionate about providing tailored estate planning solutions, from wills and LPAs to probate services, while always putting clients’ needs first.My career began in banking as a Relationship Manager for SMEs at Lloyds Bank, where I developed expertise in customer relationship management, financial solutions, and supporting businesses in achieving their goals. This foundation has been invaluable in understanding client needs and fostering long-term relationships built on trust.With a strong focus on innovation, I’ve developed YEPP, a modular CRM and payment platform designed by estate planners, for estate planners, to streamline processes and improve efficiency. Squiggle Consult offers bespoke estate planning, probate services, and support for introducers, charities, and employers, always ensuring the highest quality of advice.As a public speaker, I have delivered talks on a variety of topics, including estate planning, business growth, scaling, marketing, and technology. My diverse speaking engagements reflect my commitment to sharing knowledge and empowering others to succeed, whether in the estate planning industry or broader business contexts.I am a proud advocate for proper guidance in estate planning, believing that clients deserve more than instruction-only wills to ensure their wishes are accurately represented. As Kent Regional Chair for the Society of Will Writers and a mentor to new members, I actively contribute to raising standards in the industry.I am also a trustee for The Bloomers Trust, supporting victims of sexual exploitation and domestic violence, demonstrating my commitment to making a positive impact beyond my professional work.Outside of work, I enjoy creating innovative solutions, mentoring consultants, and building a community of like-minded professionals. Whether delivering training on estate planning topics or designing new tools to empower consultants, my aim is always to support growth and excellence.Let’s connect to discuss estate planning, business strategy, technology solutions, or how we can collaborate to improve outcomes for clients and businesses alike.
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FounderYepp - Your Estate Planning PartnerAshford, Gb
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Founder | Estate Planning ConsultantSquiggle Consult May 2017 - PresentAshford, KentSquiggle 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 -
FounderYepp - Your Estate Planning Partner Sep 2024 - PresentI’m a problem-solver at heart, and with YEPP, my mission is to bring estate planning into a new era of efficiency and client-centric service. As the Founder and CEO of YEPP, I’m building tools that estate planners can rely on to deliver exceptional client experiences without getting buried in the administrative details. With over 7 years in estate planning, I’ve experienced the challenges firsthand and understand what it takes to create a solution that truly meets our industry's unique demands.YEPP was created to simplify the complex, allowing estate planners to spend more time with clients and less on backend processes. Our platform isn’t just software – it’s a purpose-built partner for estate planning businesses, making workflows seamless and interactions smoother. I’m here to make sure YEPP evolves alongside the needs of our users, growing with them every step of the way.If you’re in estate planning and want to boost your productivity and manage clients effortlessly with YEPP Instruct, let’s connect. Always open to chatting about the future of estate planning, innovation, and how we can better serve our clients.
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FounderSquiggle Giving May 2020 - PresentAshfordSquiggle 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.
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Co-FounderThe Bloomers Trust Jul 2019 - PresentAshford, KentThe 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.
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Business Development ManagerThe Workshop Group May 2017 - Jan 2018Kent, UkI 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
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Relationship ManagerLloyds Banking Group Oct 2015 - Apr 2017Managing a portfolio of clients, supporting them with a variety of financial needs. -
Assistant Relationship Director (Secondment)Lloyds Banking Group 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.
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Manufacturing Assistant Relationship ManagerLloyds Banking Group Jun 2014 - Jul 2015Providing specialist support for SME Manufacturing Clients in the South East.
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Personal Banking AdvisorLloyds Banking Group Jun 2010 - Jun 2014Kent, Uk• 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.
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Shift ManagerChris Symons Ltd Jun 2007 - Jun 2010Manage a team of up to 20 people, Qualified First Aider, Optimise Productivity & Efficiency, Maximise Sales, Upselling & Upskilling
Kieran Osborne Skills
Kieran Osborne Education Details
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Step - The Society Of Trust And Estate PractionersDistinction -
Institute Of Financial ServicesPass
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South Kent CollegeComputer Engineering
Frequently Asked Questions about Kieran Osborne
What company does Kieran Osborne work for?
Kieran Osborne works for Yepp - Your Estate Planning Partner
What is Kieran Osborne's role at the current company?
Kieran Osborne's current role is Founder.
What is Kieran Osborne's email address?
Kieran Osborne's email address is ki****@****t.co.uk
What schools did Kieran Osborne attend?
Kieran Osborne attended Step - The Society Of Trust And Estate Practioners, Institute Of Financial Services, South Kent College.
What skills is Kieran Osborne known for?
Kieran Osborne has skills like Banking, Retail Banking, Credit Risk, Management, Commercial Banking, Credit Cards, Customer Service, Loans, Investments, Business Development, Microsoft Office, Savings.
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A Storyboard Artist Eager To Tell Exciting Stories And Work On Fun Projects!Northampton -
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