DipPFS, BSc (Hons) Banking & Financial Planning
Independent Financial Adviser
London
I am an Independent Financial Adviser based in London and have been providing financial advice for over 30 years primarily across London, Buckinghamshire, Hertfordshire, Middlesex and Surrey. I provide financial advice to both individual and business clients, taking a full holistic approach to financial planning to allow me to meet all my clients financial needs in an open, honest, straightforward, professional but friendly manner.
My key aim is to provide an excellent level of service to all my clients, both new and existing, which enables me to build long standing ongoing relationships with my clients. I achieve this by holding regular reviews with clients (at least annually) to update any changes in their circumstances to ensure that their financial plans remain suitable and are on track to assist them, and their families, in meeting and achieving their own personal and individual goals and objectives
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Equity Release
Equity release is a way for homeowners over the age of 55 to release value from their home in the form of cash without having to sell or move.
Home & Contents Insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Funeral Planning
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Contact Geoff O’Sullivan, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.