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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Spring office closuresPlease be aware, our offices will be closed on Good Friday (15th April) and Easter Monday (18th April). We will also be closing at 11.30am on Friday 29th April whilst our team attend the COVID rescheduled 2021 Christmas Party.