We're an independent financial planning firm advising clients in Surrey, London and across the country. Our advice spans the whole of the financial market, which allows us to help a wide range of people and circumstances. With decades of experience and a true passion for what we do, the Lloyd O'Sullivan team is perfectly set up to achieve great outcomes for our clients.

Come and get to know us. Lloyd O'Sullivan have been our financial advisers for more than thirty years. Over this period their representative, Michael Findlay, has guided us through mortgages, a holiday home purchase, pension drawdown fund reinvestment and continued to offer sound and reliable support and advice whenever we have needed it.

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About us

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An independent financial planning firm based in East Molesey, Surrey, we provide unbiased and objective advice that protects and enhances our clients' financial lives. We have been helping people navigate complex financial landscapes since 1993, and have worked with a varied range of situations and circumstances during that time.

Why choose us

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Choosing a financial partner is one of the most important decisions you will ever make, and it's one you should make from a fully informed position. Here's why others choose to work with us. With decades of combined experience across a range of financial specialisms, we've seen a lot. Whatever the issue, we've probably dealt with it ourselves - or at least know what to do.

How we are paid

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We know costs are an important consideration for our clients, so we aim to be as transparent as we can about how we charge. We believe in providing you with details of our fees upfront so you can make an informed decision. We will state clearly what you may be asked to pay us (and when) for our services which we will confirm in our "letter of engagement".

Business owners

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As a business owner or director, it can be hard to dedicate the time to your finances - both business and personal. We can help take the weight off and devise a plan forward. We provide business owners with holistic financial planning services that enable them to meet their financial goals, as well as continue to meet the competitive challenges of a business environment.

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