O'Toole & Associates LLP Belfast

Independent Financial Adviser O'Toole & Associates LLP, 5th Floor River House, 48-60 High Street, Belfast, BT1 2BE
First meeting at adviser's own cost
Response rating
9.8/10
FCA verified
10th December 2018
Chartered Financial Planner. Number 1 Independent Financial Advisers and Pension Transfer Specialists in Belfast Northern Ireland.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Cormac O'Toole FPFS, LLB
Chartered Financial Planner, Fellow of the Personal Finance Society, Pension Transfer Specialist
Accreditations
Chartered Financial Planner
Donna Smyth DipPFS
Independent Financial Adviser, Pension Transfer Specialist
Accreditations
Certified Financial Planner
What our clients say
I have been dealing with Cormac regarding my pension. He has been so helpful, knowledgeable and helped me understand the pension maze. He continues to be helpful when I need extra help with advice and any requests I have made are dealt with so efficiently. Would recommend the firm to anyone.
New Client Feedback, Belfast
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
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
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
Donna Smyth of O’Toole & Associates LLP has been providing pension advice to the Cancer Fund for Children and its employees for over ten years. Over that period of time, the level of service and attention she has given to the Charity has been invaluable and her advice has been of the highest standard. Based on her professionalism, expertise and integrity, I would therefore not hesitate in recommending Donna Smyth’s services as a financial advisor."
Roberta McNeill Finance & Administration Manager, Northern Ireland
Where to find us

O'Toole & Associates LLP, 5th Floor River House, 48-60 High Street, Belfast, BT1 2BE

Contact us
About us

Number 1 Independent Financial Advisers and Pension Transfer Specialists in Belfast Northern Ireland, advising up to Chartered Financial Planning Level.

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 Belfast.

Our services

Our aim is to help individuals and businesses to achieve their financial goals.
Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with unbiased advice both now and in the future.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
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.

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
/what-we-cover/products

Similar advisers near you

Independent Financial Adviser 0.14 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
Independent Financial Adviser 0.72 mi
 
 
Independent Financial Adviser 0.87 mi
We believe in building relationships with our clients. Working together to achieve and maintain our clients financial goals.
 
Independent Financial Adviser 1.58 mi
Professional advice for all ages and stages. We are "advisers to independent thinkers".