O'Sullivan Financial Planning Ltd
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
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Long term care
- Long term care
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
12 Symonds Way, Mawsley, Northamptonshire, Kettering, NN14 1GW
Contact 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
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.
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