Lloyd O’Sullivan Financial Services

Financial Advisory Serviceslloydosullivan.co.uk

Company typePrivate
Founded1993
HeadquartersEast Molesey, United Kingdom
Headcount11–50
GTM typeB2C
OfferingServices

Lloyd O’Sullivan Financial Services firmographics

Firmographics

Name: Lloyd O’Sullivan Financial Services
Legal name: Perspective (South East) Limited
Website: https://lloydosullivan.co.uk
Company type: Private
Founded year: 1993
Operating status: Acquired
Headcount range: 11–50 employees
Ownership category
akta.pro rank

Lloyd O’Sullivan Financial Services industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
akta.pro secondary industries: Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

Financial planning services
Wealth management
Investment advisory
Pension planning
Retirement planning

Where Lloyd O’Sullivan Financial Services is headquartered

Location

Headquarters

HQ city: East Molesey
HQ country: United Kingdom
HQ region: Europe

Offices2 records

Markets served

Lloyd O’Sullivan Financial Services business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

Financial Planning and Wealth Management Services: The firm generates revenue through ongoing financial planning and wealth management services, likely including recurring advisory fees, portfolio management fees, and potentially transaction-based charges for specific financial products. As a regulated financial advisory firm, the revenue model is typical of UK financial planning practices.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Lloyd O’Sullivan Financial Services product offering

Product offering

Core offering

Lloyd O’Sullivan Financial Services is a Surrey-based financial planning and wealth management firm providing personalized financial planning, investment management, retirement and pension advisory services to individual clients. The firm was founded in 1993 and operates as a trading style of Perspective (South East) Limited following its acquisition by Perspective Financial Group Limited in November 2025.

Product overview

Lloyd O'Sullivan Financial Services Ltd was a financial planning and wealth management firm that has been acquired and rebranded as Perspective (Lloyd O'Sullivan), a trading style of Perspective (South East) Limited, part of Perspective Financial Group Limited. The firm provides financial planning and wealth management services through authorized and regulated offices. No specific named products, modules, or service tiers are described in the available source content.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning Personalized financial planning service providing tailored advice on managing personal finances for individual clients.
Wealth Management Comprehensive wealth management service designed to grow and preserve personal wealth for individual clients.
Investment Management Investment portfolio management service providing tailored investment strategies for individual clients.
Retirement and Pension Planning Retirement and pension planning advisory service helping individual clients prepare financially for retirement.

Companies that use Lloyd O’Sullivan Financial Services

Customer profile

Segments1 record

Ideal customer profiles1 record

Lloyd O’Sullivan Financial Services technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Lloyd O’Sullivan Financial Services partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Lloyd O’Sullivan Financial Services competitors and assessment

Company assessment

Direct peers

Foster Denovo: UK financial advisory and wealth management group that has grown through acquisition of smaller IFAs; comparable model of consolidating local financial planning firms under a national brand, with similar target client base.
Perspective Financial Group: Direct parent and sibling-network operator running a national UK financial planning and wealth management office network; the Lloyd O'Sullivan office is one of its local trading styles, making group-level economics and operating model directly comparable.
Succession Wealth: UK consolidator of independent financial advisory firms, built by acquiring local IFAs similar to Lloyd O'Sullivan; directly comparable business model of acquiring and integrating small UK wealth advisory practices under a national platform.
Chase de Vere (part of IVCM): UK independent financial adviser providing financial planning and wealth management to individuals; directly comparable target market, advisory-led offering, and recurring-fee revenue model at similar scale.

Broad incumbents

Rathbones Group: UK wealth manager providing investment management and financial planning services to individuals, charities, and intermediaries; comparable discretionary and advisory offering, with a substantially larger AUM base and adviser network.
Evelyn Partners (formerly Tilney): UK wealth management and professional services group offering financial planning, investment management, and tax advice to private clients; comparable advisory services to mass-affluent and HNW individuals with a multi-office national footprint.
Quilter: UK-listed wealth manager offering financial planning, investment advice, and platform services to individual clients through a network of advisers; comparable customer segment and fee-based revenue model, with broader product and platform offerings.
St. James's Place: Largest UK wealth manager with a partner-adviser network serving mass-affluent and HNW individuals; comparable target market (UK individuals seeking financial planning and investment advice) and recurring fee model, but materially larger scale.
Charles Stanley: UK wealth manager offering investment management, financial planning, and advisory services to private clients; comparable target market and recurring-fee model, with broader geographic coverage and institutional capabilities.

Regional players

NFU Mutual Financial Planning: UK financial advice provider serving individual and rural/small-business clients with financial planning, investment, and retirement products; comparable mass-affluent UK retail advice offering, leveraging a distinct regional affinity network rather than the IFA consolidator model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Lloyd O’Sullivan Financial Services financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Lloyd O’Sullivan Financial Services leadership team

Management profile

Number of profiles

Profiles2 records

Lloyd O’Sullivan Financial Services funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Lloyd O’Sullivan Financial Services M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lloyd O’Sullivan Financial Services

What does Lloyd O’Sullivan Financial Services do?

Is Lloyd O’Sullivan Financial Services a public or private company?

Lloyd O’Sullivan Financial Services is a private company. It is classified as corporate owned and is currently acquired.

When was Lloyd O’Sullivan Financial Services founded?

Lloyd O’Sullivan Financial Services was founded in 1993. It employs 11 to 50 people.

Where is Lloyd O’Sullivan Financial Services based?

Lloyd O’Sullivan Financial Services is headquartered in East Molesey, United Kingdom, in the Europe region.

How does Lloyd O’Sullivan Financial Services make money?

One revenue line is on record: financial Planning and Wealth Management Services.

Who are Lloyd O’Sullivan Financial Services's main competitors?

Direct peers on record are Foster Denovo, Perspective Financial Group, Succession Wealth and Chase de Vere (part of IVCM). Broad incumbents are Rathbones Group, Evelyn Partners (formerly Tilney), Quilter, St. James's Place and Charles Stanley. NFU Mutual Financial Planning is listed as a regional player.

Does Lloyd O’Sullivan Financial Services have an API?

No public API is recorded for Lloyd O’Sullivan Financial Services.

What industry is Lloyd O’Sullivan Financial Services in?

Lloyd O’Sullivan Financial Services's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 52394 and its SIC code is 6282.