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Firm details

Firm's services

Types of advice offered

  • Pension pot savings & investments
  • Transferring a pension
  • Inheritance tax planning

Ways of offering advice

In person
  • At your home
  • At their office(s)
  • At an agreed location
By telephone
By video conferencing

Minimum fee i

£1,000

Minimum pot size i

£100,000
Free initial meeting i

Adviser & office locations

Qualifications held by firm advisers

Chartered Financial Planner

Offices

4th Floor,
92 High Street,
Belfast,
Co Antrim,
BT1 2BG
45 Blackstaff Road,
Clough,
Downpatrick,
Co Down,
BT30 8SR

Advisers

Mrs Donna Marie Smyth
Mr Cormac Sean O'Toole
Chartered Financial Planner

Other firms you've viewed

  1. O'Toole & Associates LLP

How near is your adviser?

Many firms have advisers who don’t work from the office all the time and are based in different parts of the UK. So don’t worry if the address of the firm seems far away, there should be an adviser located near to the post code you’ve entered. Advisers will also usually give you a choice of where to meet. For more help choosing an adviser see our guide.

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Directions

  • Monday to Friday, 8am to 8pm
  • Saturday, 9am to 1pm
  • Sunday and Bank Holidays, closed
Default Status

Call us

Give us a call for free and impartial money advice.

0800 138 7777 *

  • Monday to Friday, 8am to 8pm
  • Saturday, 9am to 1pm
  • Sunday and Bank Holidays, closed

* Calls are free.