Cormac O'Toole - Financial Adviser

I have 24 years industry experience including 21 years as an adviser and have been a Chartered Financial Planner since 2007 and I am now a Fellow of the Personal Finance Society. My mission is to help my clients build a personalised financial plan which is tax efficient and suits your requirements to let you get on which living your life. All this is assisted by True Potential’s award winning technology which lets you track your financial plan and add extra funds easily. It also gives you the reassurance that your money is invested in a well regulated environment which is covered by the FSCS and spread for you across leading fund managers and updated daily. I will use your tax efficient allowances to maximise your returns on the True Potential platform. Let me know how I can help you.

Areas Served

  • Northern Ireland

Cormac O'Toole - Financial Adviser

Cormac O'Toole - Financial Adviser

I have 24 years industry experience including 21 years as an adviser and have been a Chartered Financial Planner since 2007 and I am now a Fellow of the Personal Finance Society. My mission is to help my clients build a personalised financial plan which is tax efficient and suits your requirements to let you get on which living your life. All this is assisted by True Potential’s award winning technology which lets you track your financial plan and add extra funds easily. It also gives you the reassurance that your money is invested in a well regulated environment which is covered by the FSCS and spread for you across leading fund managers and updated daily. I will use your tax efficient allowances to maximise your returns on the True Potential platform. Let me know how I can help you.

Areas Served

  • Northern Ireland

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

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