O'Sullivan Financial Planning Ltd

Independent Financial Adviser 12 Symonds Way, Mawsley, Northamptonshire, Kettering, NN14 1GW
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
We are Chartered Financial Planners outside Kettering, Northamptonshire, providing independent financial advice to people on retirement, savings/investments & protection
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Conor O'Sullivan
Accreditations
Chartered Financial Planner
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

O’Sullivan Financial Planning Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Firm reference number 487395.

This can be verified by visiting The Financial Services Register.
The FCA do not regulate Tax & Trust Planning.

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