Meet our Team

Cormac O'Toole FPFS, LLB

Cormac O'Toole Pension Transfer Adviser @ O'Toole & Associates LLP

Designated Partner 

Chartered Financial Adviser

Pension Transfer Specialist 

Fellow of the Personal Finance Society

 

  • Cormac joined in 1995 after graduating with joint honours in Law and Accountancy from Queens University.
  • Qualified Financial Adviser and a specialist in Pension Transfers. Retirement Options, Taxation and Trust planning using Investments and Protection.  

Cormac is a pension transfer specialist authorised under FCA rules to give advice on occupational pension transfers for clients. 


G.B. O'Toole BA (Hons) CertPFS – (known as Barney)

Barney O'Toole | Independent Financial Adviser at O'Toole & Associates LLP

Designated Partner 

Founder.  Barney came to the commercial sector from a finance background as an executive in the UK Civil Service.  From 1986 to 1994, he trained, qualified and practised in a brokerage as an Independent Financial Adviser.  He started his own financial planning business in 1994, working from home. In 1997, he moved the business to No.45. He qualified as a recognised trainer of advisers and continued to assemble the current team. 

Donna Smyth DipPFS

Donna Smyth Pension Transfer Adviser @ O'Toole & Associates LLP

Independent Financial Adviser

Pension Transfer Specialist 


  • Donna Joined in 1998
  • Qualified Financial Adviser
  • Specialist in Retirement Options.
  • Business Taxation and Trust planning using Investments and Protection.

Donna is a pension transfer specialist authorised under FCA rules to give advice on occupational pension transfers for clients. 

 

  

Administration Team

Denise Tumelty

Denise Tumelty Assistant @ O'Toole & Associates LLP

  Assistant Manager

  • Client and business security.
  • Incoming and outgoing mail - both electronic and manual.
  • New business co-ordination.
  • New business register.
  • Client Services.
  • Research.
  • ​Investment Fund comparisons.
  • Suitability reports.
  • Wrap platform transactions.
  • Annual Leave and absences.
  • Individual Pay & Staff Attendance record. PAYE – HMRC Account payments.


Lisa Davey

Lisa Davy Company Secretary @ O'Toole & Associates LLP

Company Secretary 


  • Keeping a diary and  appointments for visitors and meetings.
  • Agenda – compile an ongoing list of points for general office meeting and board meeting 
  • Gabriel Return, returns via the accountant to HMRC. 
  • Monitoring attendance of individual members of staff, annual leave, sick leave & special leave, etc. 
  • Employment contracts,
  • Liaising with company solicitor 
  • Employers Liability Insurance
  • Health and Safety at work 


Elaine Hanna

Elaine Hanna Paraplanner @ O'Toole & Associates LLP

Paraplanner


  • Report Co-Coordinator Technical Support
  • Suitability report Co-Coordinator.
  • Client pension research.
  • Client pension projections and income calculations.
  • Research on - collation of investment products, company comparisons, investment growth rates, funds etc.
  • Liaising with providers.
  • Preparing client presentations.
  • Online valuations and administration.


Brenda Fitzsimons

Brenda Fitsimons Office Co-ordinator @ O'Toole & Associates LLP

 Office Co-ordinator

  • Cash flow fees Income.
  •  Income pipeline account.
  •  Introducers accounts.
  •  Chasing providers.


Robert Dobbin

 Compliance & Cyber Security  Co-Ordinator  @ O'Toole & Associates LLP

 Compliance & Cyber Security 

Co-Ordinator  


  • Cyber Security Co-Ordinator.
  • Compliance Co-Ordination.
  • Online Marketing
  • IT Projects, websites, Youtube 
  • Stationery orders and general housekeeping.
  • Health & Safety Officer
  • Fire Marshal

Photographer

Videographer 

Website builder 



Matthew Fitzsimons

Matthew Fitsimons Office Administrator at O'Toole & Associates LLP

 Office Administrator Student


  •  Reading Business & Administration