Client Services

Based in Haddington, O'Sullivan Associates has consultants throughout the Lothians. Our broad range of knowledge and experience is reviewed and updated by regular training regimes designed to keep our experts abreast of new products and changes in legislation. Our clients therefore receive the benefits of up-to-the-minute advice.

We always conduct an initial thorough review of our clients financial position and thereafter provide ongoing recommendations via regular review meetings. The recommendations offered are designed with only the clients best interests in mind.

We provide a quarterly publication intended to assist clients keep abreast of currents changes in legislation, taxation, and financial matters, and our aim is to develop a long term association and become a trusted friend of the family in respect of all financial matters.

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