Get a quote from Cormac O'Toole FPFS, LLB

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Belfast BT1

About Cormac O'Toole FPFS, LLB

Cormac O'Toole - True Potential Wealth ManagerI have 28 years industry experience including 25 years as an adviser. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Cormac O’Toole is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

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