Financial planning firm sees impressive growth

Financial Planners

A Northamptonshire-based financial planner moved into a brand new office after a period of rapid growth that saw her turnover increase by 270% in just two years.

Conor O’Sullivan of O’Sullivan Financial Planning has also continued to attract new customers, maintain profit margins and not raise prices after the pandemic.

He hired four new staff for the company’s new Lamport Manor location.

The firm now has three Certified Financial Planners, among the top 5 per cent of UK advisors, and Connor himself recently earned the coveted Chartered Wealth Manager qualification.

This team works closely with business owners and high net worth individuals to manage their investments and assets to create and sustain the lives they want. This includes pensions, insurance, wealth planning, savings and investments.

The move to the office space will allow Conner to provide greater career development opportunities for the team, and he hopes to grow even more in the coming months.

Mr Connor, who is also a trustee of the Northamptonshire Chamber of Commerce, said:

“It is important to me to provide a first-class service tailored to the needs of each client to help them achieve their goals.

“Our business has grown over the past 24 months because we provide this bespoke service every day, and it is a testament to the dedication of our team.”

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