Orr Kerr Dykes Financial Services Limited

Independent Financial Adviser Orr Kerr Dykes, 3/1 Atlantic Chambers, 45 Hope Street, City of Glasgow, Glasgow, G2 6AE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Expert independent financial advice and solutions from a 30 year established trusted Glasgow city centre firm of Chartered Financial Planners.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Steven Donnelly APFS, Dip CII
Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Elaine Hunter BA FPFS
Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Orr Kerr Dykes, 3/1 Atlantic Chambers, 45 Hope Street, City of Glasgow, Glasgow, G2 6AE

Make an enquiry
About us

Solutions not sales - None of the directors or employees of OKDFS have sales targets to meet. We provide professional initial and ongoing advice and servicing to you and we will give you the advice which best suits your needs, irrespective of whether or not that advice results in a product sale.

We do not advertise for clients and instead rely on recommendations to increase our business. Many of our clients have been with us for more than 20 years and are delighted with the initial and ongoing services we provide.

Our services

Orr Kerr Dykes (OKDFS) have provided expert independent financial advice to clients for over 30 years from our city centre office in Glasgow. We are proud to hold the distinction of Chartered Financial Planner status, a designation which reflects the highest level of ethics, expertise and knowledge within the financial planning industry. We specialise in retirement planning, tax planning, savings and investments, protection, healthcare and private medical expenses insurance for both individual and corporate clients.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Clients pay for our services by means of either a fee or an adviser charge depending on the nature of the work involved. We may also be paid commission on any protection products or deposit based investments we arrange.

We offer an initial meeting at our expense in order for you to consider whether you would like to engage us to act on your behalf. At this meeting we will describe our services more fully, explain our costs and answer any questions you may have.

We disclose and agree all costs with you before we undertake any work on your behalf.

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Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation by calling us today.