Address: 48-60 High Street, Belfast, BT1 2BE
Chartered Financial Planner, Cormac O'Toole FPFS LLB, Inheritance Tax Adviser Belfast, True Potential LPP, True Potential Wealth Management, Wealth Management
Call Today and ask for Cormac,
I have 24 years industry experience including 21 years as an adviser and have been a Chartered Financial Planner since 2007 and I am now a Fellow of the Personal Finance Society.
My mission is to help my clients build a personalised financial plan which is tax efficient and suits your requirements to let you get on which living your life. All this is assisted by True Potential's award winning technology which lets you track your financial plan and add extra funds easily. It also gives you the reassurance that your money is invested in a well regulated environment which is covered by the FSCS and spread for you across leading fund managers and updated daily. I will use your tax efficient allowances to maximise your returns on the True Potential platform. Let me know how I can help you.
Monday to Friday
08:30 to 17:00
Saturday to Sunday