O'Toole & Associates LLP Financial Advice, Chartered Financial Planners

What can we do for you?

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.  

"Donna Smyth of O’Toole & Associates LLP has been providing pension advice to the Cancer Fund for Children and its employees for over ten years.  Over that period of time, the level of service and attention she has given to the Charity has been invaluable and her advice has been of the highest standard. Based on her professionalism, expertise and integrity, I would therefore not hesitate in recommending Donna Smyth’s services as a financial advisor."  

"I have been dealing with Cormac regarding my pension. He has been so helpful, knowledgeable and helped me understand the pension maze. He continues to be helpful when I need extra help with advice and any requests I have made are dealt with so efficiently. Would recommend the firm to anyone".
Client Feedback, Belfast

1. A genuine bank or financial organisation will never contact you out of the blue to ask for your PIN, full password or to move money to another account.  Only give out personal of financial details to use a service that you're expecting to contact you, that you've given your consent to and that you trust.
2. Don't be tricked into giving a fraudster access to your personal of financial details.  Never automatically click on a link in a unexpected email or text.
3. Always question uninvited approaches and never give out personal or financial details, in case is's a scam.  Instead contact the company directly using a known email or phone number.

The Financial Conduct Authority does not regulate Inheritance Tax Planning, Trust Advice or some forms of Individual Saving Accounts (ISAs).  
Investments can go down as well as up.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
O'Toole & Associates is a Limited Liability Partnership Authorised and Regulated by

 the Financial Conduct Authority No. 466357.  

The Financial Conduct Authority does not regulate Inheritance Tax Planning, Trust Advice or some forms of Individual Saving Accounts (ISAs).  
Investments can go down as well as up.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

O'Toole & Associates is a Limited Liability Partnership Authorised and Regulated by

 the Financial Conduct Authority No. 466357.  Limited Liability Partnership Registered in Northern Ireland Number 156.