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
9.0 /10
FCA verified
12th August 2019
#1 Financial Advisers and Pension Transfer Specialists in Downpatrick Northern Ireland, advising up to Chartered Financial Planning Level.
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
Accreditations
Certified Financial Planner
Cormac O'Toole FPFS, LLB
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

Make an enquiry
About us

#1 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.

Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • 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

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