Qualifications

  • Diploma in Financial Planning (Dip PFS)
  • Advanced Taxation and Trusts (G10)
  • Mortgage Advice Qualification (MAQ)
  • Equity release

Chartered Insurance Institute

Qualifications

Meet Tony

One of the co-founders of Lloyd O’Sullivan, Tony has worked in financial services since 1975. He spent time in roles at Pearl Assurance and Legal & General before going on to become an IFA, eventually establishing Lloyd O’Sullivan together with Michael O’Sullivan in 1993.

A general practitioner with a wide and varied knowledge of the industry, Tony works particularly well with medium to high net worth clients and small businesses.

At home

Tony is married with four children, which firmly places him in the category of “family man”! A keen and active sportsman, he regularly takes part in 11- and 5-a-side football, as well as playing golf. When not involved in sport, he enjoys walking and hiking and has become a proficient sailor.

The important stuff

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