lloyd o'sullivan

Lloyd O'sulivan

Why Lloyd O'Sullivan

Lloyd O'Sullivan Financial Services is a firm of independent financial advisers specialising in the management of investment portfolios and pensions.

We've been helping clients navigate complex financial markets since 1993, and from those very early days, our business has evolved primarily through client recommendations.

Based in East Molesey, Surrey, we provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.

Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy, we have the expertise to provide the answer.

Our approach

Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we are prepared to work alongside our clients' accountants and solicitors.

We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.

Impartial advice of the highest quality

At Lloyd O'Sullivan Financial Services, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations that are totally in our clients' interests – not someone else's.

Need to obtain further information?

To discuss your financial planning requirements or to obtain further information about our services and how we could help you, please contact Lloyd O'Sullivan Financial Services, telephone 0208 941 9779 or email info@lloydosullivan.co.uk

We look forward to hearing from you.

Our Address

145 Walton Road
East Molesey
Surrey
KT8 0DU

Tel: 0208 941 9779
Fax: 0208 941 9741
Email: info@lloydosullivan.co.uk

Financial News

Our Blog