Conor O'Sullivan

Conor O'Sullivan

O'Sullivan Financial Planning Ltd

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Kettering
View location

Top Rated 2025
Verified since: May, 2023

5 out of 5

56 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 April 2025

    Conor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Conor has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 13

    Qualifications Uploaded

    13 qualification certificates available to view

    Conor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Conor has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Conor

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Conor (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 April 2025

    Conor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Conor has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 13

    Qualifications Uploaded

    13 qualification certificates available to view

    Conor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Conor has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Conor

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Conor (based on 3 first impressions)

Financial advice can be daunting... the volume of jargon alone can be enough to make anyone want to bury their head in the sand. This is where I come in, and my role is very simple: understand what is important to you, both now and in the future, and let you know what options are available to help you achieve this. I have been in the industry for 22 years and a Chartered Financial Planner since 2011 and a Fellow of the Personal Finance Society since 2012 and Certified Financial Planner since 2021. My experience covers all aspects of personal and commercial financial planning and I currently operate as an Independent Financial Adviser I would love the opportunity to have a coffee with you and discuss how I might be able to provide the help you require.

Offers available through VouchedFor

Contact Conor through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Conor's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

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Adviser Disclaimer

O’Sullivan Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 951030. This can be verified by visiting The Financial Services Register. The FCA do not regulate Tax & Trust Planning.