Cormac O'Toole FPFS, LLB

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
10 /10
FCA verified
2nd December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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