lloyd o'sullivan

Lloyd O'sulivan

Corporate financial planning

Lloyd O'Sullivan Financial Services provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients' businesses, including accountants or solicitors.

Lloyd O'Sullivan Financial Services have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Deciding on the best benefit strategy for our clients' businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements, or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with Lloyd O'Sullivan Financial Services means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

When advising companies and sole traders, there are many aspects of the business that we take into consideration:

Corporate Financial Planning Advice

  • Group pensions
  • Corporate insurance
  • Corporate financial planning
  • Employee benefits arrangements

Need to obtain further information?

To discuss your financial planning requirements or to obtain further information about our services and how we could help you, please contact Lloyd O'Sullivan Financial Services, telephone 0208 941 9779 or email info@lloydosullivan.co.uk

We look forward to hearing from you.

Our Address

145 Walton Road
East Molesey
Surrey
KT8 0DU

Tel: 0208 941 9779
Fax: 0208 941 9741
Email: info@lloydosullivan.co.uk

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