Daniel O'Sullivan: Financial Adviser of Full Swing Financial Planning

08/10/2026

Thinking about how you’ll pass on your wealth can bring up lots of questions.

Trusts are one way wealth can be managed and passed on, but they can be complex and aren’t suitable for everyone.

Our short guide explains the basics, including how trusts work, the different types and some important considerations.

Read our guide to understanding trusts → https://brnw.ch/21x6fXW

16/09/2026

Could be affected by upcoming inheritance tax changes?

From April 2027, pension savings are expected to be included as part of an estate for inheritance tax purposes, which could impact what you leave behind for loved ones.

Read our latest article, where Shoaib Ahmed, Senior Technical Manager, explains what the changes could mean. 👇

https://brnw.ch/21x5zTR

Tax rules can depend on your individual circumstances.

28/05/2026

⭐ ⭐ ⭐ ⭐ ⭐

A lovely review from a recent meeting with a lovely couple wanting some help understanding their finances as they approach retirement and what they can do to maximise their financial position to meet their aims.

It can sometimes be simple things like budgeting and managing monthly savings that make all the difference in understanding where you are and what you have. Not something everyone does.

One thing i am really thankful about this review is that the financial advice and reviews that i offer don't feel robotic. Its all about being personal, relatable and listening to you.

25/04/2026

Immensely proud of the team last night, they got the job done! Really happy for them and glad to see them do the double for the first time. Happy to be sponsoring a double winning side!! Well done again lads! Wickford & Runwell United FC

Double Winners 💜
Back 2 Back League Winners ✅
League Cup Winners ✅

1st Team Season 2025/26 over and out 🫡

25/04/2026

Double Winners 💜
Back 2 Back League Winners ✅
League Cup Winners ✅

1st Team Season 2025/26 over and out 🫡

24/04/2026

Hi everyone,

My brother-in-law is running the London Marathon this Sunday, to raise funds and awareness for Target Ovarian Cancer, the UK’s leading ovarian cancer charity.

Please click on the link to read his story and support his fundraising if you can!

I'm taking part in the London Marathon 2026 on Sunday 26 April 2026 for Target Ovarian Cancer. Please sponsor me to help raise awareness, fund research, and save lives.

22/04/2026

Lovely to see another review pop through from a recent client.

"Daniel helped us understand the jargon in simple terms and explained how our retirement may look financially so that we could make informed decisions".

"Daniel helped us make some hard decisions and gave us a clearer picture of what to expect".

In life you have hard decisions, but seeking professional help can make those decisions a little easier to take once you know the outcome of that path. I love being able to give clients options and take them through each path that they can take to reach an outcome that gives them total peace of mind.

15/04/2026

Helping young people learn good money habits doesn’t have to be complicated. Sometimes, simple conversations about saving, spending and real‑life decisions can give them skills that stay with them for life.

From understanding their first payslip to setting financial goals, learning about borrowing, or exploring how investing works, small lessons now can help build their confidence later on.

This article shares seven practical tips you can use to make money conversations easier and help nurture financial confidence in the next generation.

👉 Read the full article to find out more.https://brnw.ch/21x1Afv

09/04/2026

09/04/2026

Something a bit different to post today...

Here's my contribution on a piece for the i 📰

Currently 4th most read this week!

A reader bored of working life wants to know if he can call it quits and retire