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Barry O'Sullivan 

DipPFS, MA
Financial Consultant

About Barry O'Sullivan

Barry achieved his masters degree in International Financial Analysis following an honours degree in Economic & Social History.  His financial services career began in 2001 in the financial advisory arm of a large national law firm, where he gained great experience in all areas of financial planning for a diverse range of clients.

He later joined a smaller firm of independent financial advisers where he was able to work on more client focused advice and further develop his experience as a financial planner.

Joining Lowes in 2007 as Senior Technician, Barry quickly progressed to become a member of the senior management team as Pension Department Manager before becoming a Financial Consultant.  

Barry was one of the first in the country to gain the Certificate in Pension Transfer Advice qualification and with over ten years of working with Lowes he brings a wide range of insight from throughout the organistion.

“Its very rewarding to be able to use my knowledge and experience to help clients and build long term relationships.  When it comes to planning for your financial future it is so important to have a trusted and professional team on your side”.

He enjoys sailing, cycling and running and describes himself as a keen amateur guitar player.


Business Qualifications

Qualification Abbreviation
Financial Services and their Regulations FP1
Protection, Savings and Investment Products FP2
Identifying and Satisfying Client Needs FP3
Financial Planning Certificate FPC
Financial Services, Regulation and Ethics R01
Investment Principles and Risk R02
Financial Protection R05
Pensions Update R08
Pension Funding Options J04
Pension Income Options J05
Diploma in Financial Planning DipPFS
Pensions Transfers AF7
Certificate in Pension Transfer Advice  
Taxation and Trusts G10
Personal Investment Planning G20
Mortgage Advice CF6
Lifetime Mortgage Activities CF7
Long Term Care Insurance CF8
Home Reversion Plans HR1

Higher Education Qualifications

Qualification Abbreviation
International Financial Analysis MA
Economic & Social History BA (Hons)
Contact Barry O'Sullivan

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0191 281 8811

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