O'Sullivan Associates

Independent Financial Adviser Laverockhill, 36 Dunbar Road, Haddington, East Lothian, EH41 3PJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd July 2019
We believe that they key drivers in a successful relationship with our clients are service and trust.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Michael O'Sullivan DipPFS
Proprietor
What our clients say
Thank you for all your efforts in sorting out the various retirement pensions, lump sums, etc. Everything is now in place, and Bill and I are grateful indeed for your expertise and advice in this matter.
Anne, Edinburgh
I wish to thank you for the time and effort in dealing with my finances giving me a financial peace of mind.
Kenneth, Bathgate
Just to say thank you for everything you have achieved for me. This has been quite an eyeopener for me in the world of finance of which I know next to nothing. Had I not spoken to you I would probanly still be living in blissfull (and poorer) ignorance. Your name and number will always be mentioned in any financial stories I swap with anyone.
James, Edinburgh
Where to find us

Laverockhill, 36 Dunbar Road, Haddington, East Lothian, EH41 3PJ

Make an enquiry
About us

I have traded as an IFA for the past twenty years and have endeavored to increase the wealth of our clients and the small businesses that we look after. Our focus is on completely understanding your circumstances and to provide individually tailored solutions. Additional information on our services and options on remuneration can be obtained from our website at or by requesting a free copy of our company brochure.

Our services

We believe that they key drivers in a successful relationship with our clients are service and trust and the objectives that underpin our approach are to - optimise returns, taking into account their risk profile - to provide the highest level of service and support at all times - provide clear and transparent reporting - provide access to strategies through appropriate tax structures and provide competitive and transparent fees.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

O'Sullivan Associates is Authorised and Regulated by the Financial Conduct Authority

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