Lloyd O'Sullivan Financial Services is a premier provider of independent financial advice (IFA) to both individual private clients and corporate clients. With offices in East Molesey, Surrey we understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you receive professional independent financial advice on pension planning, investments, ISA and mortgages, including equity release, from people who you trust and that are fully qualified.
As your wealth grows, so too can the complexity of its management. At Lloyd O'Sullivan Financial Services our approach is to cut through complexity and offer you clear guidance to achieve your goals.
Our core purpose is to create, conserve and enhance our clients' wealth, and our starting point is to develop a detailed understanding of your situation. We listen to what you want to achieve and then use our experience and insight to identify issues, spot opportunities and help you plan for your future.
Lloyd O'Sullivan Financial Services are able to offer you solutions at every stage of your wealth cycle – from maintaining liquid cash reserves and managing wealth as it grows, to finding the best ways to preserve and pass on the wealth you have created.
Please browse through our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct our business. Also make sure you visit our Knowledge section to read or download our latest client magazine, and selection of guides and factsheets, all created to help you make more of your money.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR https://www.financial-ombudsman.org.uk
Lloyd O'Sullivan Financial Services is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.
Lloyd O'Sullivan Financial Services has responded to the FCA initiative, Treating Customers Fairly, and has set out what clients can expect as part of our advice process.
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 firstname.lastname@example.org
We look forward to hearing from you.