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Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Wales

Covers

Cardiff, South Glamorgan, Mid Glamorgan, Gwent

Peter O’Toole

Independent Financial Adviser

I am an independent financial adviser with over 40 years’ experience in retail and business banking, along with providing financial advice for retirement planning and investments, with the last 30 years being with private and corporate clients.

I provide advice on retirement planning, protecting and passing on business wealth, individual wealth planning, inheritance tax planning, as well as personal and business protection. I have experience in providing financial advice to both individuals as well as business owners.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Wales

Covers

Cardiff, South Glamorgan, Mid Glamorgan, Gwent

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