Qualifications

  • Diploma in Financial Planning (Dip PFS)

Chartered Insurance Institute

Michael O’Sullivan

Director

Qualifications

Meet Michael

Michael has worked in the financial services industry since 1978, including spells at Pearl Assurance, Sun Life of Canada and Legal & General before establishing Lloyd O’Sullivan with Tony Lloyd in 1993. He has experience in a wide range of investment and pension planning and has looked after many of his personal and corporate clients for more than 20 years.

At home

Outside of work, Michael’s main interests involve family, cycling, football and travel.

The important stuff

We recommend verifying the credentials of any financial professional you’re considering working with. Michael’s credentials can be viewed below.

FCA Register SPS

Meet the rest of the team

Tony Lloyd

Director
Joe Mingoia

Managing Director
Michael Findlay

Senior Consultant & Independent Financial Adviser
Ekua Brown

Consultant & Independent Financial Adviser
Nathan Hillyer

Consultant & Independent Financial Adviser
Maxine Griffin

Office Manager / Administrator
Dean Boyd

Mortgage Consultant
Jamie Anthony

Mortgage Consultant
Jenny Feast

Senior Paraplanner
Diane Stafford

Paraplanner
Jemma Long

Paraplanner

Get in touch

If you’re interested in finding out more, we’d love to hear from you.

    Lloyd O’Sullivan Financial Services Limited is a registered company in England and Wales. Reg No 09837180. Registered office: The Old Rectory, Church Street, Weybridge, England, KT13 8DE

    Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 812732 at https://register.fca.org.uk.

    Your home may be repossessed if you do not keep up repayments on your mortgage.
    Will writing is not regulated by the Financial Conduct Authority.

    The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

    Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows The Financial Ombudsman Service Exchange Tower, London, E14 9SR

    Tel: 0800 023 4567 or 0300 123 9 123
    www.financial-ombudsman.org.uk

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