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.
Services
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.
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.
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".
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.
Reviews (9)
John Furness
Jan 22, 2022
Woody Harleyson
Jan 16, 2022
Jamie managed to find us a mortgage when many others had failed. I'm writing this from the first night in our flat which he managed to sort out a mortgage for. I can't thank him enough for being so professional, timely, efficient and resourceful. Considering the sums of money involved in a house price these days, absolutely earned his money, no quibble from us at all. No doubt about it, he'll be my first point of contact when we come to move home. Thank you Jamie + Lloyd O'Sullivan services.
Jamie Mills
Nov 14, 2021
This is the second time we have used Lloyd O'Sullivan as our mortgage advisor, and I cannot recommend them highly enough. They are everything you want from a broker. They made our life simpler and were highly reliable, diligent, thorough, friendly and flexible around the continuous changes that we experienced. Specifically, I would recommend Jamie Anthony, who was our main point of contact. We will use again next time *****
RichardFrench
Oct 24, 2021
We have been dealing with Tony and Mike for more than twenty five years. They, and their team, have provided us comprehensive advice regarding mortgages, pensions, savings and investments amongst other aspects of financial planning. Their continued emphasis on delivering an efficient, personal service is reassuring. We will continue to recommend them to anyone seeking financial advice.
Mairead Balfe
Sep 05, 2021
I cannot recommend Dean enough! after being messed around by another mortgage broker who promised us the earth, and didn't deliver, even after 3 months. Dean got us the mortgage in 15 working days, always available to take our calls, Cant thank him enough, he was the only person in this process that didn't let us down, Just wish we found him sooner, as we nearly lost our dream home, so professional, and nothing was too much trouble. For that we thank you. Maggie and David
Alan Redmond
May 10, 2021
Great overall experience dealing with Dean Boyd for mortgage advice. His professional yet caring approach was invaluable at such a stressful time. Really helpful, insightful and detailed advice that made getting a mortgage a pain free process. Would recommend to anyone looking for financial or mortgage advice as this really was a fantastic service all round. I'll certainly be using Lloyd OSullivan's and Dean again in the future.
Charles Halford
Apr 07, 2021
Lloyd O'Sullivan gave us excellent service in every respect. They were professional, polite and friendly. They made every effort to explain financial options and tax implications clearly for us to understand. We have used them and followed their recommendations for some years now and have been pleased with the results. In spite of the current restrictions, they still took time to contact us for a review and were very prompt and efficient with the amendments we made. Thank you.
Bob Towse
Dec 03, 2020
My Wife and I have been using Lloyd O'Sullivan for 30+ years. Tony came to see us to help with one of our very first mortgages and was so professional that we have stayed with them. Mick Finlay now looks after our mortgages, savings and now pensions and those of my son and his girlfriend. He is always very knowledgeable, friendly and trustworthy so we know we, and our finances, are in safe hands. We highly recommend Lloyd O'Sullivan.
C. Mitchell
Nov 19, 2020
Jamie helped us obtain our mortgage and he was excellent from start to finish. His professionalism and communication was fantastic and he would reply to emails on the same day often within minutes. He kept us updated every step of the way and provided realistic time scales. I would have no hesitation in using Lloyd O Sullivan again and recommending them to friends and family.
