Cormac O'Toole FPFS, LLB

Restricted - Whole of Market  Cormac O'Toole FPFS, LLB - True Potential Management, Holywood, County down, BT18 9PF
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FCA authorised
Last authorised 6th July 2020
Cormac O'Toole - True Potential Wealth Manager I have 24 years industry experience including 21 years as an adviser.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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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.
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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