Osullivan Lloyd

Building Financial Confidence Since 1993

Lloyd O'Sullivan is an independent financial planning firm based in Surrey, London, serving clients across the country. Founded on the core values of honesty, integrity, and professionalism, we have been helping individuals and businesses achieve financial clarity and security for over 30 years.

Our Expertise

Our experienced team of qualified financial planners offer a comprehensive range of services to meet your individual needs. We specialize in:

For Business Owners

• Aligning business and personal finances
• Succession planning and exit strategies
• Business protection planning

For Professionals

• Retirement planning and optimization
• Investment planning and wealth management
• Tax planning and mitigation strategies

For Individuals

• Mortgage planning and acquisition
• Pension planning and drawdown
• Investment planning and wealth management
• Estate planning and inheritance guidance
• Life planning and goal setting

A Client-Centric Approach

We believe financial planning should be a collaborative process. We take the time to understand your unique situation, goals, and aspirations. We work together to develop a personalized roadmap to achieve your financial aspirations.

What Sets Us Apart

• Decades of Experience: Our team has extensive experience and deep understanding of the financial landscape.
• Personal Attention: We treat every client with individual care and attention.
• Transparency and Communication: We are committed to open communication and regular updates throughout the planning process.
• Client-Focused Solutions: We prioritize your needs and goals, working tirelessly to achieve the best possible outcomes.

Our Journey with You

We understand that financial planning is a continuous journey, not a one-time event. We are committed to supporting you every step of the way, reviewing and adjusting your plan as your life and goals evolve.