Business Details
16 Years
experience
Trusted Financial Advisers in Gorleston
D O'Kane Financial Services is an independent financial advisory firm established in 2010, dedicated to providing personalized financial planning solutions. Based in Gorleston near Great Yarmouth, we specialise in pensions, investments, estate planning, protection, and mortgage advice. Our team prioritises client needs through impartial, research-driven recommendations tailored to individual financial goals. With over a decade of experience, we combine regulatory compliance with a client-centric approach to simplify complex financial matters. Our FCA-authorised status ensures adherence to rigorous industry standards while maintaining transparency in all client interactions.We focus on building long-term relationships by delivering consistent, reliable advice that evolves with clients' changing circumstances. Our services cater to individuals at all life stages, from initial financial assessments to retirement planning. The firm's reputation for professionalism is evidenced by longstanding client relationships and consistent positive feedback. We maintain offices in Norfolk while serving clients nationwide, combining local accessibility with national reach. Our commitment to excellence has been recognised through client testimonials highlighting our ability to transform financial uncertainty into confidence.
Services
Retirement Planning
Mortgage Advice
Investment Management
Protection Planning
Estate Planning
Cash Management
Details
- Year established: 2010
Highlights and features
- We are FCA-authorised independent financial advisers with 14 years' experience
- Our client-centric approach prioritises individual financial goals over product sales
- We provide nationwide service with local office accessibility in Norfolk
- Our tailored financial strategies adapt to clients' evolving life circumstances
- We maintain transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Very professional
Friendly and efficient
First class
Prompt responses
Services
Retirement Planning
Our retirement planning service helps clients prepare for financial independence in later life. We assess current pension arrangements, recommend tax-efficient savings strategies, and create sustainable income plans. With expertise in pension transfers and retirement income solutions, we ensure clients can maintain their desired lifestyle throughout retirement while complying with evolving regulations.
Mortgage Advice
We provide comprehensive mortgage advice covering purchase, remortgaging, and buy-to-let solutions. Our independent status allows access to the whole market to find competitive rates. We guide clients through property financing options, including new builds, commercial properties, and equity release schemes, ensuring mortgage arrangements align with overall financial objectives.
Investment Management
Our investment management service creates diversified portfolios tailored to individual risk profiles and financial goals. We offer ongoing portfolio reviews and market analysis to optimise returns while managing risk. Clients benefit from regular performance reporting and strategic adjustments to capitalise on market opportunities while maintaining alignment with long-term objectives.
Protection Planning
We design protection strategies to safeguard clients' financial security against unforeseen circumstances. Our services include life insurance, critical illness cover, and income protection policies. We assess individual needs to recommend appropriate coverage levels, ensuring families and dependants remain financially protected while maintaining affordability.
Estate Planning
Our estate planning service minimises inheritance tax liabilities while ensuring smooth wealth transfer to beneficiaries. We coordinate will creation, trust arrangements, and tax planning strategies to preserve family assets. Clients receive guidance on legal documentation and succession planning to implement their wishes effectively.
People
David O'Kane
Director
David O'Kane established the firm in 2010 with over 25 years' experience in financial services. He specialises in pension transfers and retirement income planning, holding relevant industry qualifications. His client-focused approach prioritises long-term relationships over short-term gains.
Questions
Are you truly independent financial advisers?
Yes, we are FCA-authorised independent advisers with access to the whole market. We have no ties to specific product providers.
How do you charge for your services?
We provide transparent fee structures during initial consultations. Charges vary by service complexity but always include full cost disclosure.
Can you help with mortgage applications outside Norfolk?
We assist clients nationwide with mortgage arrangements, including property purchases and remortgaging across the UK.
What investment options do you offer?
We provide diversified investment portfolios tailored to risk profiles, including ethical investment options and regular portfolio reviews.
How often do you review financial plans?
We recommend annual reviews but provide ongoing support for clients needing more frequent adjustments due to changing circumstances.
Do you offer pension consolidation services?
Yes, we specialise in pension transfers and consolidation to simplify retirement planning while optimising tax efficiency.
