Stellar growth catapults financial planner into new premises

Conor O’Sullivan

A Northamptonshire-based financial planning business whose stated aim is to help clients “create a life well-lived” has expanded into a new office following a stellar 24 months which saw turnover at the firm skyrocket by 270%.

O’Sullivan Financial Planning, led by Conor O’Sullivan, has also hired four additional members of staff to work at its new Lamport Manor base after enjoying an influx of client wins.

There are now three Certified Financial Planners at the firm, putting it in the top 5% of UK advisors, and O’Sullivan himself was recently awarded Chartered Wealth Manager status.

Conor, who is also a member of the board at Northamptonshire Chamber, said: “All our advisors are in the top echelon of our industry, which makes me immensely proud.

“It is important to me that we offer a first-class service which we tailor to the needs of each individual client to help them reach their goals.

“The growth the business has experienced in the past 24 months is because we deliver this bespoke service daily – testament to the hard work of the team.”

O’Sullivan says the move to a new office will allow him to provide greater career development opportunities for his team, which he hopes to grow further in the coming months.