An Associate Partner of St. James's Place Wealth Management

Nick O'Sullivan

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Nick O'Sullivan

MBE, DipPFS
I am confident that I can continue to adhere to the values I believe in to support and enrich the lives of others. I am also certain that as you, my valued client, learn about my service commitment, combined with the distinctive services provided by St. James's Place, you will also recognise the value we place on holding your needs above all; on making sure you receive the best, ongoing advice and service possible to support the attainment of your aspirations; and in forming a trusted, warm, open and long-lasting relationship.

About

My formative years were spent as an officer in the Royal Marines. The ethos of courage, selflessness, determination and cheerfulness in adversity have shaped who I am. The values of integrity, honesty, professionalism and understated excellence have shaped what I believe in.

Upon leaving the Royal Marines it was of paramount importance to me to take up a career in which I could continue to apply and uphold the same ethos and values. I was also determined to continue to ‘make a difference’ and to help others by adding value, in some form, to their lives. This search led me, quite naturally, to a career as a Financial Planner as I realised how little time my own circle of friends, family and colleagues had to give real thought to their personal finance, and how both they and their families were missing out in a multitude of ways as a consequence. It was therefore apparent to me that I could bring improvements to their finances, lightening the load, thereby reducing both uncertainty and anxiety. When looking at who to provide that support through, my search for an organisation with the ethos and values I recognised from the Royal Marines led me to St. James's Place.
Nick O'Sullivan

30 Lombard Street, London, EC3V 9BQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Nick O'Sullivan

6 Furlong Close, Weston, ST18 0JU

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
Nick helped us, first and foremost, by helping us get on the same page as a couple - this was invaluable because once we were working together, agreed on the financial objectives, everything else became much clearer and we were more motivated to make it happen. Through that process it felt like Nick went above and beyond, calmly helping us understand our options against each objective and ordering them in priority so we could then make a financial plan to achieve our goals.
Claire Merryweather
Nick is an amazingly knowledgeable, warm, thoughtful man and his advice and way of explaining what my next steps are was first class. He used no jargon which I greatly appreciated. He went through my options and made the way forward seem much more simple. His advice was comprehensive, detailed and I felt he had really listened to me. I cannot recommend him enough.
Annie Day
Nick specialises in helping small business and also Military and Ex-Military people. As I tick both of those boxes Nick was a great fit for me and understood my situation very well. Nick not only helped me to protect myself and my company but in his insights and input also helped me to understand my businesses financial strategy in a way I had not considered before. When it came to long-term financial forecasting and pension planning Nick's own experience with the Military also meant that he understood my current pension situation exactly (something which has baffled other professionals in the past).
T Loxley

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £87 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

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Nick O'Sullivan
Nick O'Sullivan