Cormac O'Toole FPFS, LLB

Financial Adviser (Restricted Whole of Market) True Potential Wealth Management, 5th Floor River House, 48-60 High Street, Belfast, BT1 2BE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Cormac O'Toole - True Potential Wealth Manager I have 24 years industry experience including 21 years as an adviser.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Cormac O'Toole FPFS, LLB
True Potential Wealth Management. An award winning firm of financial advisers, Cormac is a Chartered Financial Planner, Fellow of the Personal Finance Society.
Accreditations
Chartered Financial Planner
Where to find us

True Potential Wealth Management, 5th Floor River House, 48-60 High Street, Belfast, BT1 2BE

Make an enquiry
About us

True Potential LLP Wealth Management is an award winning firm of financial advisers. Please contact me to discuss any area of the financial planning process.

Our services

I will take time to get to know you as my client, aiming to build lasting relationships and to prioritise what is important to you.
I believe that as a Wealth Management Partner I am able to fulfil your needs with access to world class partners, together with award winning technology which includes our world first “Impulse Save” facility to increase your investments and provide 24/7 online access to your portfolio, enabling you to remain informed and confident.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (FRN 529810) Cormac O'Toole is a True Potential Wealth Manager which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.

Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.

Investments - Cormac offers advice on limited types of Products. Primarily, he will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, he will broaden research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

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