O'Sullivan Financial Planning Ltd

About O'Sullivan Financial Planning Ltd

Chartered Financial Planner & Independent Financial Adviser providing jargon free advice on investments, pensions, inheritance tax planning and protection (life insurance, critical illness insurance, income protection).

O'Sullivan Financial Planning Ltd Description

Independent Financial Adviser covering all areas of financial planning.
Chartered Financial Plannewr

Reviews

User

Happy to make a very small contribution to Andrea’s effort at raising money for Cynthia Spencer Hospice

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Delighted to be appointed to the Northants Chamber of Commerce board of directors

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23 years ago (that can’t be right) I began working here when it was Stakis and later Hilton. Tonight I return to scene of the crime for a Northants Chamber of Commerce event

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Absolutely delighted and humbled to appear in The Times today in their guide to the Top Rated Financial Advisers in the UK

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Proud and humbled to be included in the Vouched For Top UK Advisers of 2019 list. Thank you to all my clients who provided the feedback to get me on the list.

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This is a question I use to get asked... a lot... How to become a millionaire...

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My latest blog
https://www.osullivanfp.co.uk/financi…/ the-truth-about-money

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Re-post of previous blog following positive feedback in case any of you missed this over the summer!
https://www.osullivanfp.co.uk/…/how-a-m ars-bar-can-help-you…

User

Company founder and principal adviser Conor O’Sullivan has been awarded Chartered Financial Planner status by the Chartered Insurance Institute (CII).
This highly prestigious designation signifies Conor is very serious in his pursuit of the highest standards, his adherence to ethical good practice as well as confirming his commitment at the highest level to professional qualifications.
Being Chartered is a significant accomplishment as figures from the CII suggest that only... 12% of the profession have achieved Chartered Financial Planner status.
So, when you contact O’Sullivan Financial Planning you can be confident in receiving independent financial advice from someone with the highest level of qualifications, knowledge and experience.
Please call us on 07717 292417 to arrange a FREE no obligation consultation. Visit our website at www.osullivanfp.co.uk for full details of our services.
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User

INDEPENDENT FINANCIAL ADVICE • INVESTMENTS • PENSIONS & RETIREMENT PLANNING • INHERITANCE TAX AND ESTATE PLANNING • PROTECTION
O’Sullivan Financial Planning is an independent wealth management and financial planning firm, assisting individuals, families and business in and around Northamptonshire.
Principal adviser Conor O’Sullivan is a Chartered Financial Planner with 15 years' experience helping clients achieve their financial goals. Our core services cover wealth managem...ent, financial planning, investments, pensions and retirement planning, inheritance tax and estate planning and protection advice.
Please call us on 07717 292417 to arrange a FREE no obligation consultation. Visit our website at www.osullivanfp.co.uk for full details of our services.
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User

Very interesting read

User

How a Mars bar can help your retirement - yes you read that right!

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My recent blog (https://www.osullivanfp.co.uk/financi… /your-financial-doctor) has just been published in Vision Review magazine

User

My latest blog https://www.osullivanfp.co.uk/financi…/ your-financial-doctor

User

Great brochure from Rathbones explaining key aspects of money. The role of a financial planner/adviser should be to educate but unfortunately a lot of people are "priced" out of this education. If you could benefit from learning more on any aspects of financial planning and money please get in touch
https://www.rathbones.com/…/sponsorship …/financial-awareness

User

https://www.moneymarketing.co.uk/paul-lew is-i-would-never…/…

More about O'Sullivan Financial Planning Ltd

01536 639 007
http://www.osullivanfp.co.uk