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. 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. You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the General Data Protection Regulation.
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. You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the General Data Protection Regulation.
Services
D O'Kane Financial Services is a firm of independent financial advisers specialising in providing advice on pensions, investments, estate planning, protection and mortgages. 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.
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.
David founded D O'Kane Financial Services in 2010 after previously working for another local IFA practice. Prior to this he spent 7 years at a High Street Bank where he worked as a Financial Consultant followed by a Financial Planning Manager and Regulated Induction Coach (Financial Adviser Trainer).
We are looking to speak with enthusiastic people. Working in financial advice offers numerous opportunities for those with a positive attitude, a willingness to develop themselves and a desire to assist others with reaching their specific goals. In return, we offer a friendly and dynamic working environment, with competitive remuneration and many other benefits to aid with career progression.
D O'Kane Financial Services can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances may cause your wealth to diminish, including new legislation, volatile markets, inflation and changes in personal circumstances.
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