David O'Kane

David O'Kane

D O'Kane Financial Services Limited

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8941
Based in Great-Yarmouth
View location
Top Rated 2026
Verified since: August, 2020
5 out of 5

169 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 22 January 2026

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 34

    Recent Client Reviews

    Verified reviews: 97%

    David has received 34 client reviews in the past 12 months; 97% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 December 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

We've been helping clients navigate complex financial markets since 2010, and our business has evolved primarily through client recommendations. Based in Gorleston near Great Yarmouth, we provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being. Our initial meeting is without charge, during which we provide a full written explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements. With this knowledge, we aim to identify the most appropriate products that may enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost. Our final proposals are well-researched and constructed on the basis of what is suitable for our clients. And of course, we are prepared to work alongside our client's accountants and solicitors where this benefits our clients. We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.