D O'Kane Financial Services Limited

Independent Financial Adviser  47 Englands Lane, Great yarmouth, Norfolk, NR31 6BE
First meeting at adviser's own cost
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
David O'Kane DIP PFS CERTS CII(MP & ER)
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

What our clients say
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
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
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
A very helpful and professional service provided by David and his team
Mr NW, Norwich
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 do charge a fee on application (usually £395).

Where to find us
Head office address: 47 Englands Lane, Gorleston, Great Yarmouth, Norfolk, NR31 6BE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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