lloyd o'sullivan

lloyd o'sullivan

Factsheets

Factsheets - December 2018

Dividend on Divorce

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Estate Planning

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Preparing for the Risk of Inflation

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Setting Investment Goals

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Tax Planning Opportunities

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Factsheets - October 2018

Inflation Matters

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Inhertitance Tax Corncerns

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Relationship Breakdowns

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Sandwich Generation

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You Have One Life So Invest Wisely

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Factsheets - September 2018

Auto-Enrolment

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Impact Investing

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Meaningful Insights

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Pretirement

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Savings in Retirement

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Factsheets - August 2018

Averting a later-life financial crisis

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Do you have protection if the worst should happen

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Investment Choices

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To transfers or not to transfer

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Transferring ISAs

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Factsheets - July 2018

Back to the future

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Driving towards the next phase of your life

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ISA rules and Inheritance Tax

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Protecting you and your family's finances

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When I'm Gone

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Factsheets - June 2018

Your money, your choice

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Pension Freedoms

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Generous grandparents

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Financial Freedom

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Diversification, diversification, diversification

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Factsheets - May 2018

2018/19 Tax Changes

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Make it A Date

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Making The Most of Your Pension

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Protecting Your Estate For Future Generations

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Retirement Wealth

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Factsheets - April 2018

Beware of the Scammers

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Financial Fitness

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Financial Goal Setting

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How to Make the Most out of Your Retirement

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Life Events

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Why Being Over 40 is the New Mid 20's

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Factsheets - March 2018

Avoiding the Hidden Dangers in Retirement

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Financial Resilience

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Market Matters

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Tips to Minimise the Tax You Pay

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Wealth Preservation

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Factsheets - February 2018

Do you Have a Financial Back-up Plan?

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Individual Savings Accounts

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Miss List

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Planning for the Future you Want

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Will you Make Provision for all That you Hold Dear?

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Factsheets - January 2018

Coundown to Retirement

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Investing for the Future

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Pensions and Divorce

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Retirement Roulette

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Year End Tax Planning

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Factsheets - December 2017

Are you Ready to Invest?

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Balancing Act

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Don't Worry be Happy

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Priceless Education

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Savings Black Hole

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Factsheets - November 2017

Get Wrapped up

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Growing Care-costs

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Market Sentiment

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Protect the Things That Mean the Most to You

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Turbocharge Your Pension

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Your Wealth Your Legacy

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Factsheets - October 2017

Average Age of Divorce at All Time High

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Financially Unprotected

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Pension Freedoms

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Planning for Retirement

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Succession Planning

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Factsheets - September 2017

Investing For Income

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Long-forgotten Plans

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Long-term Investing

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New State Pension Age

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Shopping Around for a Better Deal

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Factsheets - August 2017

Currency Fluctuations

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Dreaming of an Early Retirement

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Investment Wise

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Retirement choices

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Working 9 to 5

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Factsheets - July 2017

Funding Future Care Costs

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Pension Time Bomb

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Securing your Financial Future

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That Shrinking Feeling

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Inheritance Tax Rule Changes

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Factsheets - June 2017

Advice Matters

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Savers Banking on ISAs

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Inside The Mind of a Scammer

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Navigating Markets

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Factsheets - May 2017

Hello LISA

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Passing on Wealth Without Further Tax Charges

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Protecting Your Finances and Well-being

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Road to Brexit

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Untying the Knot

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Treating Customers Fairly

Lloyd O'Sullivan Financial Services is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Lloyd O'Sullivan Financial Services has responded to the FCA initiative, Treating Customers Fairly, and has set out what clients can expect as part of our advice process.

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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