O'Toole & Associates

The bespoke financial planning service we offer potentially benefits you, your family and your livelihood through all stages of your life. Why not try "The Slice Approach"? Regulatory Requirements - Our team have regulatory requirements to fulfil on a continuous basis, for example relating to:- · money laundering regulations · data protection, and · continuous professional development (CPD). CPD takes the form of study periods, training programs, assessments, inspections and external examinations. All to demonstrate the individuals are keeping up to date in their financial services knowledge. Undergraduate Program - We provide a limited number of training places for undergraduates, students, and pupils on work experience. The "slice approach" is how some of our existing clients made the transition to us. It works like this. They gave us a "slice" of their existing business - it may have been investments, pensions, or whatever. Then they waited to see, over a period, how we performed as far as things like investment performance, service, etc. went. They then compared our services with the service they were receiving at the time elsewhere. Aerial image of 45 Blackstaff Road Clough Downpatrick BT30 8SR