Who We Work With

We truly believe that everyone is entitled to live the life they want – it is what motivates and inspires us every day. Nobody gets excited about financial products and services but they do get excited about the outcome and how they can change their life for the better.

This is where we come in.

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What Is Financial Planning?

Financial planning is about planning your life and using your finances to support this plan. We listen to you to gain an understanding of what is important to you now and in the future. Only then do we believe we can be able to build your financial plan. It is important to identify who you are and what you want to achieve.

Once we understand what and who matters to you most, we will work with you to identify how you can utilise your assets to provide the best life possible for you and your loved ones. Through financial planning we aim to deliver peace of mind, now and for the rest of your life.We will only start work once we have agreed our services and charges with you.

Are You Looking To Build Your Wealth? | O'Sullivan Financial Planning

High earners who are looking to build on their wealth further

Business owners who are looking to future proof their wealth or create an exit strategy | O'Sullivan Financial Planning

Business owners who are looking to future proof their wealth or create an exit strategy

Are You Planning For Retirement | O'Sullivans Financial Planning

Those planning for retirement

Are You Already Retired? | O'Sullivans Financial Planning

Those who are already retired

Are Your Clients Looking For Financial Advice? | O'Sullivans Financial Planning

Other professionals whose clients are looking for financial advice?

TESTIMONIAL

I wanted to review my current financial situation to see if I was on track to retire earlier, or if not what I needed to do to now, to make this possible.

Conor looked at different scenarios and provided me with different options. I feel like I have a plan and target to aim for, which strangely enough has freed me up to live my life now.

Who We Work With | Testimonial | O'Sullivans Financial Planning

Client Success Stories

  • Case Study – Pete

    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 [...]

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    Published On: October 17, 2022

  • Case Study – Jenny

    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 [...]

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    Published On: October 17, 2022

  • Case Study – Patricia

    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 [...]

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    Published On: October 17, 2022

  • Case Study – Aaron

    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 [...]

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    Published On: October 17, 2022

  • Case Study – Paul

    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, [...]

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    Published On: October 17, 2022

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Whatever stage in life that you are we are ready to help.

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