Financial Advice & PLANNING SERVICE

At O’Sullivan Financial we offer clients an in-depth financial planning service.

This service, with the aid of Truth® software, will analyse your expenditure, income and assets and show you a clear picture of where you are today.

Our service will then show you where you are heading, help you to make good decisions and to plan for the future you desire. 

Our aim is to help you ensure that you always have enough money to do the things you love to do.



This planning process is on-going, and we will review it with you every year, making the necessary adjustments as your life, inevitably, changes over time.

As part of the process we will also advise and comment on investment/pension funding performance and opportunities.