Case Study - Pete Clients Pete* is a successful Business Owner and Property Investor Primary Goal Building wealth outside of his business. Clients Background Pete was introduced to me to start a pension as he was [...]
Case Study - Jenny Clients Jenny* is a Senior Executive for a FTSE 100 company Steve* works in an art gallery. Primary Goal To have a savings plan for the future to allow retirement at 55. Clients [...]
Case Study - Patricia Clients Patricia* is 71 and is Retired Primary Goal Patricia had a number of objectives now she is retired. One of these was a plan to leave a gift for her children whilst saving as much money [...]
Case Study - Aaron Clients Aaron* is 53 and a Business Owner Sally* is 53 and a Business Owner Primary Goal Aaron had a health scare and wanted to bring retirement forward. Clients Background Aaron had [...]
Case Study - Paul Clients Paul* is 58 and a Senior Manager Cathy* is 58 and is Retired Primary Goal Paul and Cathy had been DIY investors for a number of years but wanted help as they began transitioning into retirement, [...]
O’Sullivan Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
To verify their status please visit the Financial Services Register – Firm Reference number 951030.
By clicking on any of the links you will leave the website of O’Sullivan Financial Planning Ltd and view the content of an external website.
O’Sullivan Financial Planning Ltd cannot be held responsible for the content of external websites
The guidance or information contained within the website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK.
The Financial Conduct Authority do not regulate Inheritance Tax Planning, Tax & Trusts.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.