D O'Kane Financial Services

At D O'Kane Financial Services, we pride ourselves on being a firm of independent financial advisers, specialising in providing expert advice on a wide range of financial products and services. Our dedicated team is committed to helping individuals plan for their financial future, providing tailored solutions that cater to their unique needs and aspirations.

Our Approach

We understand that finances can be complex and overwhelming, which is why we take a holistic approach to financial planning. We take the time to get to know our clients, understanding their goals, risk tolerance, and financial circumstances. This allows us to craft personalized solutions that meet their specific needs, giving them peace of mind and confidence in their financial future.

Meet the Team

Our team of experienced and qualified financial advisers are dedicated to delivering exceptional service and providing expert advice. Led by David O'Kane, our directors bring a combined total of over 20 years of experience in the financial services industry. Our team is committed to maintaining the highest standards of professionalism, integrity, and personal service.

Our Services

At D O'Kane Financial Services, we offer a comprehensive range of financial services designed to support individuals at all stages of their financial planning cycle. Our services include:

Retirement Planning: We help individuals plan for a secure and comfortable retirement, maximizing their pension pots and creating a sustainable income stream.

Mortgages: Our expert advice helps individuals find the right mortgage product, ensuring they secure the best possible deal and avoid costly penalties.

Investments: We offer personalized investment advice, helping individuals grow their wealth, minimize risk, and achieve their long-term financial goals.

Protection Planning: Our team helps individuals protect their loved ones and their financial security with tailored protection plans, including life insurance, critical illness cover, and income protection.

Cash Management: We provide guidance on managing personal finances, including budgeting, debt management, and cash flow planning.

Estate Planning: Our experts help individuals create a comprehensive estate plan, ensuring the secure transfer of assets and minimizing taxes.

Additional Support

In addition to our core services, we also offer additional support, including:

• Financial news and insights, keeping our clients up-to-date on market trends and economic changes.
• Client testimonials and referrals, providing a first-hand account of our commitment to serving our clients.
• Client portal access, allowing clients to manage their accounts, view financial updates, and communicate with our team seamlessly.

Insights

At D O'Kane Financial Services, we believe in transparency, honesty, and integrity. We are committed to providing informed and unbiased financial advice, putting our clients' interests first and foremost.

Contact Us

If you are seeking expert financial guidance, look no further. Contact us today to schedule a consultation and embark on a journey of financial clarity and peace of mind.