O'Toole & Associates LLP Downpatrick

Independent Financial Adviser The Cottage, 45 Blackstaff Road, Clough, Downpatrick, BT30 8SR
First meeting at adviser's own cost
Response rating
9.7/10
FCA verified
10th December 2018
#1 Independent Financial Advisers and Pension Transfer Specialists in Downpatrick Northern Ireland, advising up to Chartered Financial Planning Level.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group pensions
    • Group protection
    • Wealth management
    • Long term care
Meet our advisers
Donna M Smyth DipPFS
Independent Financial Adviser, Pension Transfer Specialist
Accreditations
Certified Financial Planner
Cormac O'Toole
Independent Financial Adviser, Pension Transfer Specialist, Chartered Financial Planner, Fellow of the Personal Finance Society
Accreditations
Chartered Financial Planner
Where to find us

The Cottage, 45 Blackstaff Road, Clough, Downpatrick, BT30 8SR

Contact us
About us

#1 Independent Financial Advisers and Pension Transfer Specialists in Downpatrick 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.
Our Head Office is set in a tranquil coastal location outside Downpatrick with views of the Dundrum Bay and the Mourne Mountains with free private parking facilities, and wheelchair access.

For further information go to our website or search O'Toole & Associates LLP.

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
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
/what-we-cover/products

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