lloyd o'sullivan

Lloyd O'sulivan

Personal Planning

The foundation of the service Lloyd O'Sullivan Financial Services provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Lloyd O'Sullivan Financial Services has a wealth of experience in the areas of financial planning and wealth management, providing clients with a comprehensive service that is designed to create a bespoke financial planning strategy.

Private Client Advice

  • Investment strategies
  • Pension planning (including income drawdown)
  • Tax-planning strategies
  • Life and health insurance
  • School fees planning

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

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