Lloyd O’Sullivan was founded in 1993 by Tony Lloyd and Michael O’Sullivan and quickly built their business on the principles of providing independent, impartial advice tailored to each client’s situation, building long-term relationships and always acting with their clients’ best interests at heart.

In November 2025, Lloyd O’Sullivan Financial Services Ltd took the decision to become part of Perspective Financial Group Limited. By joining our group, the business is now part of a larger organisation, with even greater resources.

Based in East Molesey, Perspective (Lloyd O’Sullivan) provides financial advice and wealth management services and takes great pride in being friendly and approachable. If you are looking for a trusted financial advisor in East Molesey and the surrounding areas, our team of specialists very much encourage you to pop in for an initial chat.

Our Financial Planning Services

At Perspective (Lloyd O’Sullivan), we specialise in both personal and business financial planning and wealth management. Our personal financial advisors provide a wide range of financial services, from retirement and pension planning to intergenerational estate and inheritance tax planning. For our corporate clients, our financial planners offer advice on protecting your business, recruitment and retention, and workplace pensions.

Why Choose Us?

At Perspective (Lloyd O’Sullivan), clients always come first. We invest in and use the latest technology to enhance our service and efficiency. We also invest in our people to always deliver the highest levels of client service and administration.

Wanting help with your wealth management in East Molesey and the surrounding areas? Get in touch with our financial advisors today to find out how they can support you.