O'Sullivan Financial Planning Ltd

Independent Financial Adviser  12 Symonds Way, Kettering, Northamptonshire, NN16 0AJ
First meeting at adviser's own cost
We are Chartered Financial Planners outside Kettering, Northamptonshire, providing independent financial advice to people on retirement, savings/investments & protection
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 24th February 2020
Meet our advisers
Conor O'Sullivan

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
About us

I specialise in all areas of personal and business financial planning as I am:
- a Chartered Financial Planner
- a Fellow of the Chartered Insurance Institute (highest qualification awarded to a financial
adviser)
- an Independent Financial Adviser

Our services

Areas which separate us from other firms:

We’re Chartered: The ‘gold standard’ of financial planning, providing the highest level of service, expertise & integrity. We adhere to a Code of Ethics, are committed to maintaining our levels of technical & professional knowledge gained through professional qualifications.

We’re financial planners: We focus on you, not your money. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.

We’re independent: When we implement your financial plan our status as Independent Financial Advisers allows us to select products from the whole market.

Where to find us

12 Symonds Way, Mawsley, Northamptonshire, Kettering, NN14 1GW

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 24th February 2020

Similar advisers near you

Independent Financial Adviser 0.04 mi
We pride ourselves on delivering our financial advice in an uncomplicated, easy to understand, jargon-free manner.
 
Independent Financial Adviser 0.22 mi
Creating, managing and protecting your wealth the intelligent way
 
Independent Financial Adviser 1.34 mi
Creating, managing and protecting your wealth the intelligent way
 
Independent Financial Adviser 1.65 mi
Free initial consultation. Bespoke Service. Friendly, Professional and Efficient service. Offering advice on all aspects of Financial Planning.