Professional partnerships

Your clients value your advice. Now they need financial support from a partner who will protect the relationship you’ve built.

You’ve earned your clients’ trust – now you need to keep it

As an accountant, solicitor, or professional adviser, your clients often turn to you at critical moments that reach beyond your core advice. A business sale, inheritance, divorce, retirement decision, estate planning conversation, or tax issue can quickly raise wider questions. Suddenly, you’re having to consider pensions, investments, income, protection, and the long-term impact on their financial security.

When that happens, you need a financial planning partner you can trust: someone who will listen carefully, complement your advice, and treat your client relationship with the care it deserves.

Are you

Seeking financial planning to support your professional advice?

Tackling wider planning problems following an estate matter?

Looking for a partner to help a client with their retirement options?

Searching for a professional partner who respects your relationships?

Needing to answer questions about income, tax, or retirement?

Trying to find financial direction for a client following a divorce or settlement?

Struggling to find a partner to give careful, jargon-free advice to clients?

Helping a wealthy client who has no clear financial path forward?

See how we can help

A partner you can trust
to protect the relationships you value

O’Sullivan Financial Planning works with accountants, solicitors, lawyers, and other professional advisers to support clients who need careful, personal financial planning alongside other life events. We help clients understand their wider financial position, explore their options, and make decisions that sit alongside your specialist advice.

That might include retirement planning, inheritance planning, planning in advance of a business sale, business sale proceeds, business protection such as shareholder protection, investments, tax-efficient planning, or later-life considerations.

Throughout, we keep the relationship collaborative, professional, and clear, so your client feels properly supported while you remain the trusted adviser who helped them find the right next step.

High standards mean happy clients

Reviews, results, and reactions that show how people feel about working with us, in their own words.

    
 
 
      Posted on Google  
   
   Spencer Chester 
 68 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Conor has been and is very motivated to ensure the best results for his clients.
He and his team keep an eye on current affairs and the impacts these may or may not have and advise accordingly.
Most of all Conor is very 'Trustworthy' such a rare commodity in the world today.
  
 
     Posted on Google  
   
   Rob Weall 
 84 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Took the time to understand our needs and goals to present options for us to take forward.  Having been sceptical of this as an industry I am now a convert and enjoying the benefits of the advise and guidance.
  
 
     Posted on Google  
   
   Kirsty Woods 
 88 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Really pleased with the professionalism, advice and personal financial goal plan.
  
 
     Posted on Google  
   
   Faaez Samadi 
 383 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service, really help you make the right decisions. Friendly, professional and always available if you want to talk anything through. Have a great knack of explaining everything, and simplifying things in a way that leaves you informed and confident that they are working hard for your best interests.
  
 
     Posted on Google  
   
   Mark Cook 
 2095 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Conor provides good, honest advice. On more than one occasion he has advised me to stick with my current provider when he could have encouraged me to switch so he made money. That's why I trust his advice.
  
 
     Posted on Google  
   
   philippa Shadrach 
 2105 days ago
 
 
 Trustindex verifies that the original source of the review is Google. As a recently divorced woman I needed help with my financial affairs and Conor was recommended by my accountant. I believe he has helped me find the best solutions to my issues and has at all times been prompt, attentive, helpful, clear, efficient, patient, responsive and personable. I could not recommend him highly enough and have suggested him already to my children and friends
  
 
     Posted on Google  
   
   Matthew Rigby 
 2105 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Fantastic Company! Would highly recommend
  
 
     Posted on Google  
   
   kelly brawn 
 2624 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Conor has been instrumental in helping my relative sort out his pension after taking an unplanned early retirement.

After trying for two years by himself and trying other professionals he couldn't get access to his pension and was being told different things and being fobbed off constantly, everything was too much hassle.

My relative didn't trust anyone to help and after reading reviews from some friends I contacted Conor.

Conor asked me about my relative, his concerns and what his hopes where so he knew what to expect on his first meeting. Nothing was too much trouble even meeting at a neutral location to make my relative feel at ease. Conor had taken everything I had said and knew in advance how apprehensive my relative was. I would say within 10 minutes my relative was so much happier, an hour later, email written and paperwork requested to pension holders and my relative was a changed person he knew what he was entitled to and that the money he thought was missing (and was told) wasnt and was in fact there.

It didn't stop there though. Conor has since helped my relative two more times, the second time the pension company even though correctly filled in by Conor and my relative they declined the request saying the option they had written in their letter could not be selected as an option. (we were all confused by that one!)

Lastly Conor and my relative got together to go through more updated paperwork they had sent through, all forms filled in again together and now phone calls with pension holders have been had and things are moving to get to the resolution which Conor set out to achieve.

What I am trying to say is pensions are confusing along with savings, bonds and finances in general, to have someone like Conor take the time to know you, know what you want makes such a difference, he also talks in a language which is understandable to those like my relative and even myself who find it all overwhelming.

I am looking forward to Conor sorting my finances out in the not too distance future, what he has done for my relative though will make sure he is now secure until he hits official retirement and means a less worry and he can enjoy himself.

Thank you.

We're as blown away as you are by how much our clients value the service we provide. For more insights...

Read our latest client survey results

of clients are satisfied with our understanding of their financial needs and life goals.

of clients agree that working with us has helped them achieve their financial goals.

of clients would recommend us to their friends, family, and colleagues.

You’ve earned your clients’ trust – now you need to keep it

Are you

A partner you can trust to protect the relationships you value

High standards mean happy clients

Speak to us today

Professional
partnerships

A partner you can trust
to protect the relationships you value