Sullivan Wealth Management, Financial Services In Plymouth

Sullivan Wealth Management

Financial Services in Plymouth

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Bryher
15 Tavistock Road
Plymouth
Devon
PL5 3DG

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Contact Numbers

01752 7... 01752 776608

Katie Lee: 01752 2... 01752 227114

Martyn Sullivan: 07876 5... 07876 564107

Fax: 01454 6...

Opening hours

Monday to Sunday: 9am - 5:30pm

About
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About

Financial Planning & Wealth Management

What do we do?

We provide advice on a full range of Financial Planning solutions for our clients. Typical area's of specialism include:
*Investment planning; *Retirement Planning; *Tax efficient investment solutions; *Inheritance tax planning; *Long term care planning; *School fees planning; *Corporate investments; *Corporate protection (to include shareholder protection, key man insurance and relevant life plans).
We cover the cost of all initial meetings so please do not hesitate to contact us for an initial discussion.

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