Lloyd O'Sullivan Financial Services

Lloyd O'Sullivan Financial Services Lloyd O'Sullivan Financial Services is a firm of independent financial advisers specialising in the management of investment portfolios and pensions.

Research suggests half of UK adults don't know how much they'll receive from their State Pension, and almost a third are...
21/11/2025

Research suggests half of UK adults don't know how much they'll receive from their State Pension, and almost a third are unaware of their State Pension Age.

Our latest guide covers the essentials you need to know, from when you can claim the State Pension to how the income it provides will increase each year.

Click the link below to learn more.

https://lloydosullivan.co.uk/guide-everything-you-need-to-know-about-the-state-pension/

In recent years, AI has become a major part of our daily lives. 🤖However, while tools such as ChatGPT can offer useful i...
19/11/2025

In recent years, AI has become a major part of our daily lives. 🤖

However, while tools such as ChatGPT can offer useful information conveniently and quickly, there are times when AI should be used with caution - for example, when you need advice on managing your wealth. 🪙

Rather than relying on AI for financial advice, click the link below to discover the benefits of working with a real professional instead. 👇

https://lloydosullivan.co.uk/are-you-relying-on-ai-for-financial-advice-this-is-why-you-may-want-to-reconsider/

Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after w...
13/11/2025

Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. But how much do you know about the State Pension?

With 50% of UK adults not knowing how much they'll receive in their State Pension and 32% unaware of their State Pension Age, it's important to inform yourself now so that you can make the right decisions for your future.

Our latest guide covers all the essentials you need to know about the State Pension. Click the link below to learn more.

https://lloydosullivan.co.uk/guide-everything-you-need-to-know-about-the-state-pension/

67% of UK adults either don't have a will or have one that's out of date. 📝There are many reasons why you might put off ...
12/11/2025

67% of UK adults either don't have a will or have one that's out of date. 📝

There are many reasons why you might put off this important task. However, creating and regularly updating your will should be an essential part of your financial plan. 🪙

Read our blog, linked below, to discover why keeping an up-to-date will is crucial for your financial wellbeing, whatever your age and circumstances. 👇

https://lloydosullivan.co.uk/why-keeping-an-up-to-date-will-is-crucial-for-your-financial-wellbeing/

If you're relying on AI for financial advice, it's important to remember that:🤖 AI often gets it wrong🤖 Your personal da...
07/11/2025

If you're relying on AI for financial advice, it's important to remember that:

🤖 AI often gets it wrong
🤖 Your personal data may not be secure
🤖 AI can’t offer a personalised approach
🤖 AI can't offer the same emotional support as a financial adviser
🤖 Tools such as ChatGPT are not accountable to financial regulations

Read our blog, linked below, to find out more. 👇

https://lloydosullivan.co.uk/are-you-relying-on-ai-for-financial-advice-this-is-why-you-may-want-to-reconsider/

Summer may be over, but that doesn't mean days out are no longer an option. 🌞If you live in or near Surrey, there are pl...
06/11/2025

Summer may be over, but that doesn't mean days out are no longer an option. 🌞

If you live in or near Surrey, there are plenty of fabulous things to see and do during the autumn. 🍂

Whether you're planning solo trips or family adventures, click the link below to discover 5 of our favourite things to see and do in the local area. 👇

https://lloydosullivan.co.uk/5-fabulous-things-to-see-and-do-in-surrey-this-autumn/

94% of UK adults said that financial security was their most important retirement dream.However, there is a worrying lac...
05/11/2025

94% of UK adults said that financial security was their most important retirement dream.

However, there is a worrying lack of understanding about the State Pension among UK adults, with 50% of Brits not knowing how much they'll receive in their State Pension.

Our latest guide, linked below, explains the essentials you need to know about the State Pension, from when and how you can claim it to how the income it provides will increase during your retirement.

https://lloydosullivan.co.uk/guide-everything-you-need-to-know-about-the-state-pension/

When was the last time you updated your will? 🤔If it's been more than five years, you've experienced a significant life ...
31/10/2025

When was the last time you updated your will? 🤔

If it's been more than five years, you've experienced a significant life change, or you simply never had a will to start with, November is the ideal time to prioritise this crucial task as it is Will Aid month. 📝

To find out more about Will Aid month and the importance of having an up-to-date, professionally written will, click the link below. 👇

https://lloydosullivan.co.uk/why-keeping-an-up-to-date-will-is-crucial-for-your-financial-wellbeing/

5 fabulous things to see and do in Surrey this autumn:🍂 Enjoy the colourful foliage at the Winkworth Arboretum🍂 Walk o...
29/10/2025

5 fabulous things to see and do in Surrey this autumn:

🍂 Enjoy the colourful foliage at the Winkworth Arboretum
🍂 Walk or cycle through the Surrey Hills
🍂 Visit Guildford Cathedral
🍂 Take an indoor or outdoor tour of Denbies wine estate
🍂 Explore the local events calendar

Click the link below to learn more. 👇

https://lloydosullivan.co.uk/5-fabulous-things-to-see-and-do-in-surrey-this-autumn/

Address

145 Walton Road
East Molesey
KT80DU

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+442089419779

Website

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