Our Team

O’Sullivan Financial Planning specialising in lifestyle planning, focused on the goals of the individual.
Conor, being a business owner himself, is particularly interested in working with business owners to help
them build wealth within their business and navigate exit strategies. Conor has also been named in the
Times top-rated financial adviser twice, mostly recently as part of VouchedFor’s 2022 Top Rate Financial Adviser Guide.

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Conor O'Sullivan | O'Sullivan Financial Planning

Meet Our Team Of Professionals

Conor O'Sullivan | O'Sullivan Financial Planning

Conor has worked in financial services 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. In 2021, Conor also achieved the Certified Financial Planner™ certification from The Chartered Institute for Securities and Investment (CISI) – the highest global certification available to financial planners in the UK. Conor also holds a number of non executive director roles and is a governor at his local school.

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Kat - O'Sullivan Financial Planning
O’Sullivan Financial Planning

Kat Mock
O’Sullivan Financial Planning

Laurence Murphy
Conor O’Sullivan | O’Sullivan Financial Planning
O’Sullivan Financial Planning

Conor O’Sullivan
Kat - O'Sullivan Financial Planning

O’Sullivan Financial Planning

Kat Mock

Kat has worked in financial services since 2004. Since becoming a Paraplanner in 2010, she has become a Fellow of the Personal Finance Society and was very proud to be awarded Paraplanner of the Year 2017 by the Professional Paraplanner magazine. Kat works with some of the best UK Financial Planning firms and we are delighted to have access to her wisdom and skillset.

Specialities

  • Trusts and estate planning
  • Lifetime cash flow planning
  • Investments
  • Pensions
  • Defined benefit transfers
  • Product research
  • Report writing

O’Sullivan Financial Planning

Laurence Murphy

Laurence has worked in financial services for many years. He is a chartered Financial Planner and has been a Fellow of the Personal Finance Society since 2019. Also, this year Laurence achieved the Certified Financial Planner TM certification from the Chartered Institute for Securities & Investments (CISI) – the highest global certification available to financial planners in the UK. 

Laurence specialises in all aspects of commercial and personal financial planning, this includes pensions, protection insurance, estate planning and savings and investments. 

He has been named in the Times newspaper as a Top-rated financial adviser for four years running as part of Vouchedfor Top-rated guide.

Laurence is married to Hannah, they have two children, and a Golden Retriever. He enjoys watching most sports, and it is important that he feels healthy by making time for weekly exercising.  

In his spare time, Laurence enjoys spending time with his young family and friends, travelling, most sports and being outdoors walking his Golden Retriever. Laurence is also a fluent Welsh speaker who enjoys helping people and businesses achieve their goals.

Conor O’Sullivan | O’Sullivan Financial Planning

O’Sullivan Financial Planning

Conor O’Sullivan

Accreditations

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Certified Financial PlannerTM
  • The Times top-rated financial adviser, part of VouchedFor’s 2022 Top Rated Financial Adviser Guide on two ocassions

Could This Be You?

Are you looking for a new challenge within a growing, exciting financial planning firm? At O’Sullivan
Financial Planning, we are always excited to hear from potential new candidates to join our team.

If you think you would be a great fit for us, please send your CV and a cover letter to info@osullivanfp.co.uk.

Could This Be You | O'Sullivan Financial Planning

Join Our Team

Are you interested in joining our team of professional and friendly financial planners?

If you are then thats great!

Fill in your details and send them across
as we would love to hear from you.

info@osullivanfp.co.uk.