We specialise in all areas of personal and business financial planning.  The founder and principal adviser, Conor O'Sullivan is a:

– a Chartered Financial Planner

– a Fellow of the Chartered Insurance Institute (highest qualification awarded to a financial

adviser)

– an Independent Financial Adviser

The areas which separate us from other firms:

We’re Chartered: The ‘gold standard’ of financial planning, providing the highest level of service, expertise & integrity. We adhere to a Code of Ethics, are committed to maintaining our levels of technical & professional knowledge gained through professional qualifications.

We’re financial planners: We focus on you, not your money. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.

We’re independent: When we implement your financial plan our status as Independent Financial Advisers allows us to select products from the whole market for investments, savings, pensions, and protection.  

O’Sullivan Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA).

Firm reference number 951030

O'Sullivan Financial Planning Ltd

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