We are please to provide a number of different options for working with O‘Sullivan Associates. Our preference is to work with clients and their professional advisers on a continual basis to integrate a dynamic portfolio with other investments, including pension structures and tax mitigation strategies, and develop an overall approach to personal wealth management based firmly on the particular needs of an individual and their family.
| Personal Wealth Management | Complex Advice | Straightforward Advice | Transactional | |
| “We provide financial consultancy for business and private clients affairs – we will work with other professionals to create and manage a comprehensive and evolving strategy on a bespoke basis” | “We provide ongoing financial advice to business and private clients – working with other professionals where necessary to create and manage appropriate strategies” | "We provide straightforward advice to make sure you have appropriate financial arrangements for your immediate and foreseeable future needs” | “We will arrange financial transactions or provide advice in specific areas at your request” | |
| Advice Basis | Advisory | Advisory | Advisory | Advisory |
| Review Meetings |
Quarterly, Half Yearly or Annually | Half Yearly or Annually | At your request and expense | None |
| Typical Reporting |
Quarterly, Half Yearly or Annually Half yearly asset specific commentary Half yearly portfolio benchmarking |
Half yearly or Annually | For meetings only | None |
| Example Communications | Quarterly magazine Monthly market commentary Regular portfolio commentary |
Quarterly magazine Quarterly market commentary Regular portfolio Commentary |
Quarterly magazine Possible additional offers |
Possible additional
offers by post |
| Ongoing advice | Ongoing at review / on request |
Ongoing at Review / On request |
Telephone support (possible charges for additional work) | None (possible charges for additional work) |