D O'Kane Financial Services Limited

Independent Financial Adviser 47 Englands Lane, Gorleston, Great Yarmouth, Norfolk, NR31 6BE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
3rd December 2018
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
David O'Kane DIP PFS CERTS CII(MP & ER)
Independent Financial Adviser
What our clients say
A very helpful and professional service provided by David and his team
Mr NW, Norwich
Before I met David I was clueless about Pensions and how they work, and where to put my pension sharing order. He has provided an efficient and quick service to sort this out for me.
Mrs DN, Great Yarmouth
D O'Kane Financial Services Ltd came highly recommended by a close family business owner, the service we have received from David has been first class, thorough and professional. David's financial knowledge and attention to detail has given us every confidence our finances will be managed efficiently. We would have no hesitation in recommending D O'Kane Financial Services Ltd.
Mr PG & Mrs DG, Great Yarmouth
D O'Kane Financial Services Ltd have managed our Pension and Investment Portfolios since 2010. We have found that David has always been extremely professional in his approach and has provided a very personal and friendly service. His advice has been invaluable to enable us to take the appropriate course of action with our investments. David responds promptly to any queries that we may have and guides us diligently through any areas that we do not understand or are problematic. In our opinion, the service he offers and the help from his office are nothing less than exemplary, which unfortunately cannot be said for Financial Advisors we have used in the past. We have no hesitation in recommending David O'Kane for the type of financial advice that we required and look forward to continuing our relationship with him in the coming years.
Mr RG & Mrs LA, Great Yarmouth
Where to find us

47 Englands Lane, Gorleston, Great Yarmouth, Norfolk, NR31 6BE

Contact us
About us

D O'Kane Financial Services is an independent firm offering top quality financial advice to private individuals, businesses, and other legal entities.

We are fully qualified to advise in all areas of Financial Planning inc. investments, retirement planning & pensions, insurance, inheritance tax planning, and business advice.

We are delighted to offer an initial one hour free consultation for all clients. For an unbiased financial review, please feel free to contact us today.

Your property may be reposessed if you do not keep up on repayments on your mortgage.

For mortgages, we can be paid a fee, usually £395.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

We understand that the major financial decisions you make may have significant and life-changing consequences.We believe it is essential that you seek professional independent financial advice from people you can trust. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information please contact us.

D O'Kane Financial Services Ltd work in partnership with our clients and other professional advisers, such as solicitors and accountants, to meet their financial aspirations, and we recognise the importance of providing long-term on-going assistance and guidance.

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