Conor O’Sullivan
Managing Director and
Chartered Financial Planner
On the clock
Conor helps clients make clearer decisions about their money, lifestyle, and future by combining technical expertise with a planning-first approach.
He is a Chartered Financial Planner and has been a 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.
Off the clock
Away from work, Conor is kept busy by his two young children, dog, and non-executive roles. He has always loved sport, even if participating is more limited these days, and will happily watch almost anything.
Conor’s main passions are football, especially Manchester United and Ireland, rugby with Munster and Ireland, and Gaelic Football, particularly Kerry. He enjoys good coffee, holidays, eating out, and a great story – whether it’s a book, film, or song.
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of clients are satisfied with our understanding of their financial needs and life goals.
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of clients would recommend us to their friends, family, and colleagues.
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