Robert SullySenior Financial Adviser

Focussed on ensuring that our clients receive the best advice.

  • 50% Family Man
  • 20% Dog Lover
  • 10% Motorsports
  • 10% The outdoors
  • 10% Ballroom Dancing


  • Chartered Financial Planner
  • Over 30 years experience in the financial services industry
  • Providing advice on a wide range of financial matters including
  • Investments, retirement provision, inheritance tax planning and social care matters
  • Financial advice to businesses

I am a Chartered Financial Planner.  For over 30 years, I have looked after a portfolio of Corporate Clients and individuals, building close relationships in order to fully understand their objectives.

The team you can trust

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COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this challenging period. Indeed, rarely has the need for investment and retirement advice been more important in such turbulent economic circumstances. Whilst we adapted our approach due to the current restrictions, our team members are now back in the office. We continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email