Cormac O'Toole FPFS, LLB

Restricted by product Cormac O'Toole FPFS, LLB - True Potential Management, 5th Floor River House, Belfast, BT1 2BE
Response rating
7.0 /10
FCA verified
14th October 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
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Cormac O'Toole FPFS, LLB
True Potential LLP, 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

Cormac O'Toole FPFS, LLB - True Potential Management, 5th Floor River House, Belfast, BT1 2BE

Make an enquiry
About us

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 fulfill 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