Daniel O'Sullivan

Daniel O'Sullivan

Full Swing Financial Planning

Minimum savings/pensions: Over £50,000

0330 038 8942
Based in Wickford
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Top Rated 2026
Verified since: August, 2024

4.9 out of 5

43 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 January 2026

    Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Daniel has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 21 October 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Daniel has provided information on their typical fees

    Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 18

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Daniel

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 18 first impressions)

After gaining my Diploma in financial planning with M&G Advice, I established my own advice business, Full Swing Financial Planning. My purpose is to help people understand their personal finances and enable them to achieve financial security now and later in life. I work closely with my clients to understand their unique circumstances and provide expertise within retirement, investments, and estate planning to meet their financial goals. My client base is very diverse ranging from young individuals and company directors just starting their financial planning journey to much older individuals completing theirs. I feel deeply honoured to be given the trust to handle my client's private affairs and understand more closely their visions and aspirations. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. Outside of helping my clients, I am a member at Top Meadow Golf Club and so enjoy waking up at the crack of dawn to play golf, but also grabbing a beer with friends at the local and binging the latest show with my partner. The advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.