FINANCIAL HEALTH CHECKS AVAILABLE, YOUR FIRST INITIAL MEETING IS AT OUR EXPENSE.
After the meeting with one of our independent financial advisers we should be able to tell you whether we can be of service or not. So you have nothing to lose.
You may already have:-
Arrangements in place
An existing adviser
Be new to all this and curious to know the potential benefits Operation.
The advisory process is based on trust - you have to trust us and we, you. We also have to be able to work together, and the whole process has to be compliant.
Scope of Advise
Pensions & Retirement
Insurance & Protection
Advice Areas - If you are in Business
If you are in business, you may want to ask us about:-
Every client's case is different, particular if we are looking at the three areas of individual, family and livelihood together.
This makes more efficient use of the client's money.
Based on our years of experience and what is currently available in the marketplace, look at the potential options for the client - sometimes, as we have said, it may embrace not only the individual, but also their family and livelihood.
Affordability and prioritising go together. One usually has to work within a given budget. One buys the most important thing or things first within that budget. Later during reviews existing arrangements can be adjusted or added to as the need requires and budget allows.
After the research is carried out, we draw up written recommendations setting out the options, advantages and disadvantages. It is during this stage that we may touch on the areas that the client had not considered, but on reflection, would like us to do so. The whole advisory process is designed to allow the client to have the most appropriate measures in place to meet their objectives within budget at any given stage in their lives - which are always subject to change. Our Independent Financial Advisers will offer the first meeting at their expense in Belfast and Downpatrick
The Advisory Process
Copyright © 2019
O'Toole & Associates LLP Pension Transfer Specialists and Independent Financial Advisers IFA - All Rights Reserved.
45 Blackstaff Road
Tel: 028 44 851211 or 028 44 851566
Fax: 02844 851842