Financial advice can be daunting… the volume of jargon alone can be enough to make anyone want to bury their head in the sand.
This is where we come in – and our role is very simple: understand what is important to you, both now and in the future, and let you know what options are available to help you achieve this.
We are independent financial advisers, based in Kettering, Northamptonshire, which is ideally suited to be able to provide national coverage.
Our founder, Conor has been working in the Financial Services Profession since 2003 in a number of advisory and supervisory roles. He is a Chartered Financial Planner and has been Fellow of the Personal Finance Society since 2011.
Our experience covers all aspects of personal and commercial financial planning, including pensions, protection insurance, estate planning and savings & investments.
We welcome the opportunity to have a coffee with you and discuss how we might be able to provide you with the advice and help you require.
Conor O’Sullivan graduated through the Chartered Insurance Institute and has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Financial Planner status is awarded to those financial advisers that had successfully completed a suite of advanced level professional qualifications and demonstrated the required experience as a financial adviser.
This advanced technical knowledge and practical experience enables Chartered Financial Planners to offer a more sophisticated level of financial planning.
Only the top 16% of the profession have achieved Chartered Financial Planner status, and Conor is also one of 5% who is also a Fellow of the Personal Finance Society. Source CII June 2019.
Chartered status brings with it serious obligations. Holders are required to ensure the advice, service and ongoing support they provide is:
Holders meet this in a number of ways:
Genuine professionalism has never been so valued – or so necessary.
The Chartered titles awarded by the CII are steeped in history, but they remain today’s “gold standard” of excellence and integrity.
Source: The Personal Finance Society
Working with us will equip you with confidence and peace of mind. Not only will you feel more informed about your current financial situation, but your family’s needs and your aspirations for the future will be secured and catered for in your thorough, step-by-step financial plan.
As Independent Financial Advisers, we have no obligations to any one provider of products. Instead, we work for you.
When we implement our financial plans, we are therefore able to offer bespoke recommendations from the entirety of the market. As a result, the advice we give is highly personal and based solely upon your objectives and aspirations.
In contrast, restricted financial advisers are only able to recommend certain products and providers. This can result in you receiving advice that isn’t best suited to your circumstances.
We’re proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.
To secure Chartered status, firms must demonstrate:
By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.