Meet Mrs O’Donnell, Berkshire

My husband and I needed help with ensuring that we have financial security in case of ill health and in retirement. We were looking for a financial adviser to help us maximise our savings and pension and came across Lloyd O’Sullivan through a personal recommendation.

Services provided by Sue Michalczyk, our financial adviser, are second to none. Sue is incredibly knowledgeable and helpful, and we are both highly impressed not just with the level of her expertise, but also the pragmatic approach she takes towards managing finances. This means considering our finances in the context of our lifestyle, our personal needs and our aspirations.

In addition to providing advice on savings and pension, Sue has helped us with complex and personal matters relating to our finances. We know that our finances are secure which is invaluable in this time of uncertainty.