Lloyd O'Sullivan Financial Services
LO
Financial Advisors
Lloyd O'Sullivan Financial Services
Lloyd O'Sullivan Financial Services, East Molesey KT8 0DU
# Perspective (Lloyd O'Sullivan)
Perspective (Lloyd O'Sullivan) is a financial planning and wealth management firm based in East Molesey, Surrey, serving clients across the UK. Originally established as Lloyd O'Sullivan Financial Services Ltd, the business was acquired by Perspective Financial Group Limited in November 2025, joining a national network of local financial planning offices.
The firm provides comprehensive financial advisory services to individuals and families seeking to manage their wealth effectively. With a client-focused approach, they work closely with each client to understand their financial goals and circumstances, delivering personalised advice and ongoing support.
What distinguishes Perspective (Lloyd O'Sullivan) is their commitment to maintaining the ethos and ethics that characterised the original Lloyd O'Sullivan practice whilst gaining access to the resources and expertise of a larger, nationally-established group. This combination enables them to offer both personal, local service and the depth of knowledge expected from a substantial financial planning firm.
The team, led by Tony Lloyd and Mike O'Sullivan, prioritises transparency and regulatory compliance. All calls are recorded in accordance with Financial Conduct Authority requirements, and they maintain clear complaint resolution procedures to ensure client satisfaction. They hold FCA authorisation (Register Number 178690) and operate with the highest professional standards.
Their Hampton Court office location provides convenient access for local clients, whilst their integration into Perspective's national network extends their capability to serve clients throughout the UK with diverse financial planning needs.
Perspective (Lloyd O'Sullivan) is a financial planning and wealth management firm based in East Molesey, Surrey, serving clients across the UK. Originally established as Lloyd O'Sullivan Financial Services Ltd, the business was acquired by Perspective Financial Group Limited in November 2025, joining a national network of local financial planning offices.
The firm provides comprehensive financial advisory services to individuals and families seeking to manage their wealth effectively. With a client-focused approach, they work closely with each client to understand their financial goals and circumstances, delivering personalised advice and ongoing support.
What distinguishes Perspective (Lloyd O'Sullivan) is their commitment to maintaining the ethos and ethics that characterised the original Lloyd O'Sullivan practice whilst gaining access to the resources and expertise of a larger, nationally-established group. This combination enables them to offer both personal, local service and the depth of knowledge expected from a substantial financial planning firm.
The team, led by Tony Lloyd and Mike O'Sullivan, prioritises transparency and regulatory compliance. All calls are recorded in accordance with Financial Conduct Authority requirements, and they maintain clear complaint resolution procedures to ensure client satisfaction. They hold FCA authorisation (Register Number 178690) and operate with the highest professional standards.
Their Hampton Court office location provides convenient access for local clients, whilst their integration into Perspective's national network extends their capability to serve clients throughout the UK with diverse financial planning needs.
Services offered
Financial planningWealth managementInvestment adviceRetirement planningEstate planningPension guidancePortfolio managementRisk assessment