Financial ServicesProviding financial advice to individuals at all stages of their financial planning cycle
Investment Planning:How can I grow my future wealth generation?
Mortgage Advice:Taking the pressure away from you
Retirement Planning:What should I consider when planning for my tomorrow?
Protection Planning:Is my family’s financial lifestyle secure and fully protected?
Our duty is solely to you
Planning a comfortable financial future takes time and requires focus and direction. At D O’Kane Financial Services, we can provide this service for you.
We are independent financial advisers with only one duty- to take care of our clients.
Based in Gorleston near Great Yarmouth, we provide impartial, dynamic and well researched advice to recommend the most appropriate solutions with the aim of meeting your aims and objectives.
Contact us today to begin your journey – we look forward to hearing from you.
Get In Touch
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at D O’Kane Financial Services our clients appreciate our ability to make the financial advice process both simple and enjoyable.
Call us today on 01493 604646 or complete your details opposite and we will be in touch.
Request a call back from one of our team.
From the complexities of my financial circumstances, your company and staff were excellent in dealing with my financial affairs.
Mr RG and Mrs LA
D O'Kane Financial Services 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.
A very helpful and professional service provided by David and his team.
Mr PG & Mrs DG
D O'Kane Financial Services 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.
We were made to feel relaxed at all times and it was a very friendly and efficient service.
Mr DN & Miss DC
Fantastic friendly advice. Really grateful for all your help.
Mr ED & Mrs MD
We found the service provided very professional, but in a friendly and informing way, making all matters clear to be fully understood.
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.
I Have had the best attention from David since I Requested advice from him. At all times he has been very tolerant and patient with me. 100% Perfect!!
From firstly stepping through the door I was made welcome and felt very relaxed. The advice and information I was provided with helped alot for what I needed. I would recommend D O'Kane Financial Services to people I know.
I now feel that my finances are being well maintained with regular reviews. Our meetings have been positive enjoyable experiences.