OToole & Associates LLP Downpatrick

Financial Advisers (Independent) in Downpatrick

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45 Blackstaff Road
Clough
Downpatrick
County Down
BT30 8SR

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Opening hours

Monday to Friday: 8:30am - 5pm

Saturday to Sunday: Closed


Key Services

Financial services Downpatrick, Independent Financial adviser, inheritance tax planning



About

  • Independent Financial Advisers
  • Chartered Financial Adviser
  • Pension Transfer Advisers

About Us

Our Business was established in 1994, to meet a perceived need for a bespoke financial planning service.
Service - a bespoke financial planning service that should help you to realise your dreams and ambitions for the future.

Continuity - We offer our clients continuity if service. This is important for coping with the future changes that are an inevitable part of life.

Independent - Ours is an independent financial planning service up to Chartered Financial Planning level.
Qualified, Authorised and Regulated -
We are regulated by the UK Financial Conduct Authority. We strive to provide clients with Advice to a high standard of technical expertise.

Confidential -
The service is discrete, confidential and tailored to our clients' circumstances now and in the future.

Client Money - We are not allowed to handle client money. Any cheques are made payable to third parties - for example, investment or pension fund providers.​​

To Safeguard the Client - We pay fees to the Financial Conduct Authority. The Investors Compensation Scheme, Professional Indemnity Insurance (PI) to cover the advice that we give; we also pay for special professional technical advice, when necessary - for example, when dealing with a particularly complex client case.

Specialists Service - Other Financial Advisers, Solicitors and Accountants refer clients to us for specialists financial planning.

We advise on Investments

Investments
Unit trusts
Offshore investments
Open Ended Investment Companies (OEICs)
ISAs
Investment trusts
Investing for income

We advise on Pensions

Pensions & Retirement Products
​Stakeholder
Sipps
Pensions Transfers
Pensions Reviews
Pensions & Retirement Planning
Pensions & Divorce
Pension Drawdown
Pension Consolidation
Auto Enrolment
Annuity purchase

We advise on Insurance and Protection

Insurance & Protection
Payment Protection Insurance
Life Insurance
Income Protection Insurance
Healthcare
Critical Illness
Accident & Sickness
​Long Term Care

We advise on Tax Planning

Tax & Trust Planning
Taxation planning
Income tax
Estate planning
Capital gains tax

We advise on Savings

Savings
​School Fees Planning
Savings for Children
Regular Savings
Lump Sum

Business

Group Protection
Group Pension
Group Critical illness
Employee Benefits
Corporate Pensions

We advise on Wrap

For existing investments, the the potential benefits of our WRAP investments service are that investments can be:-
Valued
Administered, or Re-positioned - more efficiently.

The First Meeting is at our Expense

After the meeting 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.

Trading Since

1994

Find Us

BT30 8SR

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Offers

Free Initial Investment Health Check

After the meeting 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. Contact us today.​​​ Get £50 off initial advice.

Expires: 01/07/2018

Products and Services

Investements

ISA - tax free income option Onshore bond - Smoothed returns Offshore bond - Smoothed returns

Pensions

Pension Questions When I come to take my personal pension what are my options to ensure I get the best pension? Who could help me get the best income? I want to leave as much as I can of my pension fund to my family and not to the pension trustees.

We offer these services

  • Wheelchair access
  • Free Parking
  • video
  • special offers
  • website
  • Customer Service / Helpline
  • Customer Toilets

We offer these payment methods

  • Cheque

Testimonials

Donna Smyth of OToole & 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 Smyths services as a financial adviser.

Roberta McNeill


"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"

Tony​​


Testimonials are added by the business owner and are not independently verified.

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