FINANCIAL HEALTH CHECKS AVAILABLE, YOUR FIRST INITIAL MEETING IS AT OUR EXPENSE.
The service we received was second to none all queries were answered promptly and accurately and nothing was a problem, I highly recommend. 13/11/2018.
"I recently needed advice on a pension I had. After many efforts to decipher the legal jargon I realised I needed someone to explain the ins and out's of it". "I contacted Cormac from O'Toole & Associates who was happy to assist me.
Cormac was very professional, he explained everything and outlined my options in very clear terms. He ensure I understood everything, contacted my pension provider and moved the whole thing forward for me".
"I am pleased I contacted O'Toole & Associates LLP and would strongly recommend their services. Very much appropriated". 29.11.2018
"All Staff very friendly & helpful".
"Overall I am happy with the service provided by O'Toole & Associates. I find Donna Smyth very helpful and very professional in terms of advice given".
"As a client of O'Toole and Associates LLP, I very much appreciate and value the advice and accessibility of a female Financial Adviser. In my dealings over the past few years with Mrs Donna Smyth, I have found that the rapport based on a woman-to-woman relationship has been exactly as I had wished. For any woman, dealing with financial matters alone, in particular, I can personally recommend talking to a female adviser. Donna is very aware of me personally and her advice, up to this point, has been followed, simply because I feel confident in her."
"She listens and helps me achieve my aims through an understanding of my situation as well as simply looking at the figures."
Reviews - "First impressions were very good and we were impressed by the professionalism and efficiency of their operation and not least by the friendliness of the staff". See what our clients say in Belfast. See what our clients say in Downpatrick.
"I was happy with the service we’ve received from Donna and her colleagues at O’Toole & Associates and would unreservedly recommend them for high quality independent financial advice".
“Special thanks for your patience and taking the time to explain things clearly. Your approach to people is exemplary and we would have no hesitation in recommending you to others.”
"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."
Finance & Administration Manager, Northern Ireland