OSullivan Associates

Introduction

Since 2003, O'Sullivan Associates has been providing reliable and personalized financial planning services to individuals and businesses throughout Scotland and the North of England. We are committed to empowering our clients to achieve their financial goals through tailored solutions and a collaborative approach.

Who We Are

Led by experienced financial advisor Michael O'Sullivan, our team specializes in understanding individual circumstances and crafting customized plans that address each client's unique objectives. We believe in open communication, transparency, and building lasting relationships with our clients.

Our Services

We offer a comprehensive range of financial services, including:

Pensions & Investments

• Pension planning and optimization
• Investment portfolio management
• Retirement planning and analysis
• Inheritance planning

Protection

• Insurance review and protection planning
• Critical illness cover
• Life insurance analysis
• Business continuity planning

Wills & Estates

• Will drafting and execution
• Power of attorney establishment
• Estate planning consultation
• Inheritance tax mitigation strategies

Additional Services

• Auto enrolment support
• Financial education workshops
• Regular client review and monitoring

Our Approach

We believe in taking a holistic approach to financial planning, considering your financial goals, risk tolerance, and personal circumstances. We will work collaboratively with you to:

• Identify your financial goals and aspirations
• Assess your current financial situation
• Develop a customized plan with achievable goals
• Implement and monitor your plan over time

Our Values

Our core values guide our interactions with clients:

• Integrity: We conduct ourselves with honesty and transparency.
• Professionalism: We maintain the highest standards of ethical conduct.
• Client-Centeredness: Your needs and goals are our priority.
• Collaboration: We value open communication and teamwork.
• Sustainability: We advocate for responsible financial planning for the future.

Contact Us Today

To explore how O'Sullivan Associates can help you achieve your financial goals, contact us today for a complimentary consultation.