We take the time to understand your needs
At D O’Kane Financial Services, we take time to understand your needs, goals and preferences before providing advice. We can meet you at your place of work, your home or welcome you at our offices. We work closely with other professionals, such as accountants and solicitors to deliver a seamless service for you.
The ‘six-step process’ - We follow a 6 step process tailored to your needs.
1. Initial meeting and review
We will identify both your short terms and long term needs.
2. Getting to know you
We will gather all relevant information as regards you and your family.
We will evaluate your financial circumstances.
We will provide a strategic plan tailored to your needs, aspirations and affordability.
We will agree the way forward with you, including when and how.
6. Ongoing service and relationship
We will closely monitor and review your case, whilst providing accessible ongoing advice.
Why use D O’Kane Financial Services?
We are not tied to any high-street bank or building society and can therefore offer truly independent advice.
Simplifying the process
We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.
Easy to understand
We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.
You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.