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

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Conor O'Sullivan

Qualifications & Accreditations Hide qualifications

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

FCII - Fellow Membership (CII)

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.

Advanced Diploma In Financial Planning (CII)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Accreditations

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.

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.

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
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

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Contact options

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a call back Recommend to a friend

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