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Barry O'Sullivan
Financial Planner
About Barry O'Sullivan
Barry’s career in financial services began after completing his master’s degree in international financial management. He joined the financial planning team within a national legal firm, where his passion for helping people understand their finances ignited. Joining Lowes in a technical role, Barry worked his way up to becoming an Independent Financial Adviser where he brings value to clients through his vast experience and knowledge.
“Helping people and their families understand the increasingly complex subject of financial planning is what I truly enjoy most about my job.”
Outside of work, Barry is a keen runner and cyclist, having completed the challenging Coast to Coast ride several times. Barry also enjoys music and is trying his hand at guitar.
Business Qualifications
Qualification |
Abbreviation |
| Diploma in Financial Planning | DipPFS |
| Pension Transfers | AF7 |
| Taxation & Trusts | G10 |
| Personal Investment Planning | G20 |
| Pension Funding Options | J04 |
| Pension Income Options | J05 |
| Financial Services, Regulations & Ethics | R01 |
| Investment Principles & Risk | R02 |
| Personal Taxation | R03 |
| Financial Protection | R05 |
| Pension Updates | R08 |
| Mortgage Advice | CF6 |
| Home Reversion Plans | HR1 |
| Lifetime Mortgages | Cf7 |
| Long Term Care Insurance | CF8 |
| Finanical Planning Certificates | FPC1, FPC2 & FPC3 |
Contact Barry O'Sullivan
If you would like to get in touch with Barry O'Sullivan, please complete your details and you will receive a response at the earliest possible opportunity. Alternatively contact us via:
0191 281 8811
enquiry@Lowes.co.uk
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