Cormac O'Toole FPFS, LLB

Financial Adviser (Restricted Whole of Market) O'Toole & Associates LLP, 5th Floor River House, Belfast, BT1 2BE
Response rating
9.0 /10
FCA verified
19th August 2019
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
Donna M Smyth DipPFS
Independent Financial Adviser, Pension Transfer Specialist
What our clients say
As a client of O'Toole and Associates LLP, I very much appreciate and value the advice and accessibility of a female Financial Adviser. In my dealings over the past few years with Mrs Donna Smyth, I have found that the rapport based on a woman-to-woman relationship has been exactly as I had wished. For any woman, dealing with financial matters alone, in particular, I can personally recommend talking to a female adviser. Donna is very aware of me personally and her advice, up to this point, has been followed, simply because I feel confident in her." She listens and helps me achieve my aims through an understanding of my situation as well as simply looking at the figures."
Susan, Northern Ireland
Overall I am happy with the service provided by O'Toole & Associates. I find Donna Smyth very helpful and very professional in terms of advice given.
Sean, Co Down
“Special thanks for your patience and taking the time to explain things clearly. Your approach to people is exemplary and we would have no hesitation in recommending you to others.”
New client feedback, Co Down
Where to find us

O'Toole & Associates LLP, 5th Floor River House, Belfast, BT1 2BE

Make an enquiry
About us

#1 Independent Financial Adviser and Pension Transfer Specialist in Belfast Northern Ireland, We are a family business founded in 1994. We offer continuity of service and strive to provide advice to a high standard of technical expertise. The advice is confidential, discreet and tailored to your circumstances. For further information go to our website or search O'Toole & Associates LLP.

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

O’Toole & Associates LLP is a Limited Liability Partnership authorised and regulated by the Financial Conduct Authority No. 466357
Limited Liability Partnership Registered in Northern Ireland Number 156

Disclaimer Notice
Trust and Bloodline Planning services are not regulated by the UK Financial Conduct Authority and are regarded as non – regulated services.

If you make a complaint and we are unable to meet our liabilities, you may be entitled to compensation from the Financial Services Compensation Scheme. Investment business will normally be covered up to a maximum of £85,000.
Ombudsman Service at or by contacting them on .”
If you make a complaint and we are unable to meet our liabilities, you may be entitled to compensation from the Financial Further information about these amounts and limits for all other product types are available from the FSCS at
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