David O'Kane

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

I needed a long term investment portfolio

How has David O'Kane helped you?

David had helped me decide on my risk level and then the best investments to meet my needs. He looks not only at my financial needs but has a holistic approach e.g. advising on power of attorney etc.

Have you seen the outcome you were hoping for?

Overall my investments have increased well, but Covid and wars resulted in a period of negative growth.

What could they have done better?

Nothing!

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

Recommended by a friend

How has David O'Kane helped you?

Great advice

Have you seen the outcome you were hoping for?

Yed

What could they have done better?

Nothing

Review from verified client

August, 2024

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice

How has David O'Kane helped you?

Supplied reliable advice at a reasonable cost.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Used less paper

Review from verified client

August, 2024

What were the circumstances that caused you to initially look for an adviser?

Mortgage renewal

How has David O'Kane helped you?

Helped find new mortgage, along with building and contents and life insurance. David has also helped me transfer my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, every satisfactory

Review from verified client

August, 2024

What were the circumstances that caused you to initially look for an adviser?

I had numerous pensions which I needed to merge into one fidelity account

How has David O'Kane helped you?

Tracing the pensions & handling the details

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2024

What were the circumstances that caused you to initially look for an adviser?

Unsure about buying process

How has David O'Kane helped you?

Advice on mortgage and best deals.

Have you seen the outcome you were hoping for?

Yes, best mortgage received.

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

I needed a small mortgage and solid advuce

How has David O'Kane helped you?

David and his team, Carole has been so lovely and helpful with guidance throughout which allowed me to rely on them d To do all the worrying for me.

Have you seen the outcome you were hoping for?

I have and now happy in my new home.

What could they have done better?

Nothing

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension maturing and needing independent advice

How has David O'Kane helped you?

Fully transferred my matured pension, gave excellent advise and coaching on our finances with uncomplicated and non jargon terminology.

Have you seen the outcome you were hoping for?

Early days for investments but so far everything we discussed has been actioned efficiently and with professionalism.

What could they have done better?

Nothing!

Review from verified client

June, 2024

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has David O'Kane helped you?

David and his staff have helped me immensely

Have you seen the outcome you were hoping for?

Eventually due to problems with the pension providers

What could they have done better?

Nothing

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has David O'Kane helped you?

Always happy to help, always clear with his advice and would not hesitate to recommend to others.

Have you seen the outcome you were hoping for?

Yes, definately

What could they have done better?

Nothing, all good

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Talking to work colleagues

How has David O'Kane helped you?

Advised and explained to me in a friendly manner that I was able to understand.

Have you seen the outcome you were hoping for?

Yes, during very difficult world and financial times.

What could they have done better?

Nothing

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

I became ill and wanted to retire early

How has David O'Kane helped you?

David helped me through the transfer of my Unilever pension to a platform to be able to draw a regular wage

Have you seen the outcome you were hoping for?

Yes very satisfied

What could they have done better?

Nothing that I’m aware of

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

I haven’t got the time or experience to do it myself.

How has David O'Kane helped you?

Found me the best deal on the market.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

My pensions and company share option payments.

How has David O'Kane helped you?

By accessing a platform and risk level that best suited my financial needs, also is on hand to advise on any concerns I may have.

Have you seen the outcome you were hoping for?

In general yes, however the last few years the markets have been somewhat turbulent. Overall I have been satisfied with the outcomes.

What could they have done better?

I am satisfied with the advice and service I receive.

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Retiring early

How has David O'Kane helped you?

Invested our monies wisely and helped us make a good return on our investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Lower their fees! Lol

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

At retirement from work I had several pensions and savings with different providers that I wanted to consolidate under one “umbrella account” that allowed quick access to view and monitor what my financial position was at all times

How has David O'Kane helped you?

David worked with me to understand what I wanted to do and explained all the options open to me. David suggested transferring the pensions and other savings into a savings platform with Fidelity. This has mostly been completed. There is a small balance that need to be transferred that David is managing to minimise any Capital Gains Tax on the transfers

Have you seen the outcome you were hoping for?

Yes, access to the Fidelity platform is easy and the investment return is beating the banks interest rates.

What could they have done better?

This arrangement is a long term relationship built on trust. It’s only been ongoing for a short term. At the moment I believe everything has been done as well as possible

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

I have used DO Kane Financial Services for a number of years starting with mortgage advice, which progressed to pension advice.

How has David O'Kane helped you?

He helped me establish an excellent pension scheme which supported early retirement.

Have you seen the outcome you were hoping for?

Absolutely spot on

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

David has been my advisor since we moved to Norfolk 24 years ago and I've always felt valued by the services given.

How has David O'Kane helped you?

David has helped with re-mortgaging, insurance services and pension advice. David helped me consolidate several small pension schemes into one overall scheme.

Have you seen the outcome you were hoping for?

Definitely, with David's advice, we are now mortgage free and can concentrate on pensions.

What could they have done better?

Nothing

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

early retirement

How has David O'Kane helped you?

100%

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

More than happy with David, No more than what he has done already

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

To see if I could retire early.

How has David O'Kane helped you?

Gave advice and recommendations so I could retire

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Wanting to retire early and David was recommended to us.

How has David O'Kane helped you?

I didn't think it would be possible to retire when I did, but David made me realise it was!

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Biscuits with the coffee.......

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Financial planning, buying a house

How has David O'Kane helped you?

Found me a mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

Need to understand what to do with my pension and what options I can give my family

How has David O'Kane helped you?

To understand all my options

Have you seen the outcome you were hoping for?

Yes but I understand the S&P 500 market is not as stable as it was but it will come good with David help

What could they have done better?

Nothing David has a great handle on his clients needs very open conversation

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

David has been taking care of and advising me for many years with my business assets until retirement at which point from retirement date to current date he has advised and managed my investments and my retirement funds with annual reviews and follow up advise to which I am very pleased with his services and in my opinion would be very hard to get better service,

How has David O'Kane helped you?

David has helped me through all my years in business and my private investments and pensions.

Have you seen the outcome you were hoping for?

Yes and more exceptional service.

What could they have done better?

In my opinion how can you better excellence.

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

Needed a mortgage

How has David O'Kane helped you?

David talked through the options with me

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

Where to move Key data funds to

How has David O'Kane helped you?

Moved funds into isa accounts and changed the pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don’t think so

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Had no time they do every thing for you

How has David O'Kane helped you?

Yes

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Nothing

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has David O'Kane helped you?

Moving and investment of pension from previous pension group

Have you seen the outcome you were hoping for?

Yes very happy with results and advice

What could they have done better?

Nothing keep doing what you are doing for me personally

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

For a private pension

How has David O'Kane helped you?

He has given valuable advice and guidance regarding pension security.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We have been very happen for what David and his team have done for us. This is a complex area that we would not have been able to navigate without David's professional guidance.

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

Mortgage application

How has David O'Kane helped you?

David has helped me find the best mortgage deal and was honest with his advice. Also helped me transfer a work pension

Have you seen the outcome you were hoping for?

Yes, considering the volatile market

What could they have done better?

Nothing, very pleased with the service and advice I received

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

Help us find the best mortgage deal.

How has David O'Kane helped you?

Gave excellent advice which meant we found the best mortgage deal.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Long term security

How has David O'Kane helped you?

Focused on finances

Have you seen the outcome you were hoping for?

Not at present due to current climate

What could they have done better?

Nothing

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Remortgaging

How has David O'Kane helped you?

Found the deal for my situation

Have you seen the outcome you were hoping for?

I'm very happy with the result

What could they have done better?

I don't feel they could have

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Wanted to make my income work for me better than just putting money in the bank. Also assisted with a buy to let mortgage

How has David O'Kane helped you?

Looked at different options & advised on best investment to suit our needs

Have you seen the outcome you were hoping for?

Yes but there has been a drop in investment due to global pandemic & other world wide issues which are out of our control

What could they have done better?

Nothing springs to mind

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Ensuring that I had the right advice when planning my retirement and my financial exit strategy from the company.

How has David O'Kane helped you?

With all the above and he is always available at any time to give advice and answer any concerns I may have.

Have you seen the outcome you were hoping for?

In general yes, however, due to the external instability of the money market over the last few years, investments have certainly had a negative effect.

What could they have done better?

Nothing really, they have recommended an investment platform that they believe is the correct way forward for my level of risk.

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Remortgaging, life insurance and general advice regarding these.

How has David O'Kane helped you?

He assesed our situation which is always unique to every client and helped us get the best outcome to suit these.

Have you seen the outcome you were hoping for?

Yes we feel a 100% certain that we got the best outcome possible.

What could they have done better?

Nothing, everything has been dealt with quickly, effectively and professionally.

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Recommended by others. I was looking for investment advice

How has David O'Kane helped you?

Always available for advice and no-nonsense discussions. The team will take much of the stress away from dealing with big institutions and are very good at keeping clients updated. I have trusted David with my finances for several years now both for mortgage, pension advice and investments.

Have you seen the outcome you were hoping for?

The current climate has stunted investment opportunities and expected returns pre pandemic are not realistic. This is not down to individual advisors but a global phenomenon. David's team are always on hand to intervene with the service providers for example when a provider sent out erroneous information David put his right and the result was a good will gesture from the provider.

What could they have done better?

Nothing springs to mind

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Retirement and to consolidate multiple pensions and investments.

How has David O'Kane helped you?

Assisted me in investing my funds to achieve goals relative to my situation.

Have you seen the outcome you were hoping for?

With the financial climate at present I am confident that I am well placed to benefit from an eventual market upturn.

What could they have done better?

Not too sure in the current state of world affairs.

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed a mortgage

How has David O'Kane helped you?

Got me a mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

I had let my pension drift for a couple of years and thought it's about time to put something together for a comfortable retirement.

How has David O'Kane helped you?

He went through what my personal needs are now and for the future. Explaining in detail along the way with no pressure.

Have you seen the outcome you were hoping for?

Everything was going very well until a little upset recently but now starting to head back.good common sense talking and a new plan leaves you feeling confident for the future.

What could they have done better?

Nothing

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Interest on deposits in Banks/ISA's very poor. looking to enhance the monies I have on my demise for my boys benefit.

How has David O'Kane helped you?

Initially after a bad start interest on monies invested produced a hansom return

Have you seen the outcome you were hoping for?

As above initially but unforeseen circumstances, war in Ukraine, Gas and Electricity surge in prices, the stock market has suffered as too my investment.

What could they have done better?

Small changes to my investments have been made which hopefully will help ride out the storm.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

To search for the best mortgage within our price range

How has David O'Kane helped you?

David managed to save us money when sorting our mortgage. David and carole have always been there to answer any questions

Have you seen the outcome you were hoping for?

Yes we got our mortgage and have now moved in

What could they have done better?

The process for rhe mortgage did take a while but that was no fault of anybody. More due to the unstable market

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

I initially looked for a local financial advisor for re-mortgage advice and luckily found David at D O’kane Financial Services

How has David O'Kane helped you?

David helped with setting up my re-mortgage and Pension review to ensure I was getting the best out of both and making the most of my mortgage and pension investments

Have you seen the outcome you were hoping for?

100%

What could they have done better?

I don’t feel that the service I received could be bettered. The communication with the team and advice were second to none. I will returning when the time comes.

Review from verified client

October, 2022

What were the circumstances that caused you to initially look for an adviser?

Selling and purchasing

How has David O'Kane helped you?

They found us a mortgage lender for a good rate

Have you seen the outcome you were hoping for?

Yes, we completed on our sale and purchase this week and are using the mortgage lender chosen by David.

Review from verified client

September, 2022

What were the circumstances that caused you to initially look for an adviser?

Needed all my pensions consolidated into one

How has David O'Kane helped you?

Great advice with my pension options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing always answers any questions I might have

Review from verified client

August, 2022

What were the circumstances that caused you to initially look for an adviser?

Mortgage renewals. I later transferred my investments.

How has David O'Kane helped you?

As above

Have you seen the outcome you were hoping for?

In the current climate I don't think anyone has however I am pleased with the mortgage products provided and the investments recommended.

What could they have done better?

I have no complaints

Review from verified client

August, 2022

What were the circumstances that caused you to initially look for an adviser?

I had recently changed employer and wanted to have all my pensions in 1 scheme.

How has David O'Kane helped you?

All my pensions are now in one new scheme and future contributions have also been set up

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2022

What were the circumstances that caused you to initially look for an adviser?

We were not happy with our current advisor

How has David O'Kane helped you?

Within a week David had for us an agreement in principle , he took all the stress out of applying for a mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing they were spot on

Review from verified client

July, 2022

What were the circumstances that caused you to initially look for an adviser?

Early retirements

How has David O'Kane helped you?

His advice was brilliant

Have you seen the outcome you were hoping for?

Still early in process

What could they have done better?

Nothing

Review from verified client

July, 2022

What were the circumstances that caused you to initially look for an adviser?

I wanted to make our investments work for us to give us a greater return. My goal was to retire early so my wife & I could enjoy quality time together as in my working roles I had to stay away on a weekly basis.

How has David O'Kane helped you?

He discussed various investments based on the risk factor that I was willing to take. David discussed that the investments could go down as well as up so we were made aware of potential outcomes.

Have you seen the outcome you were hoping for?

Yes the investments have worked for us enabling us to take early retirement. Both my daughters now use David for financial advice.

What could they have done better?

They keep in touch regularly & have 121 meetings every 6 months so I don’t believe that they need to do anything more.

Review from verified client

April, 2022

What were the circumstances that caused you to initially look for an adviser?

Needed advice on mortgages and a review on my financial circumstances

How has David O'Kane helped you?

He has arranged my mortgages for me with minimal stress and provided excellent advice with my financial circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No complaints excellent service

Review from verified client

March, 2022

What were the circumstances that caused you to initially look for an adviser?

I required financial advise for my business and personal investments.

How has David O'Kane helped you?

David O'Kane has advised us on wear to invest our personal and business finances with great care and superb management control. Excellent service thank you.

Have you seen the outcome you were hoping for?

Yes we have and more, our investments have grown better than one would have expected despite the last two uncertainty with the coved pandemic.

What could they have done better?

In my opinion nothing could better his services.

Review from verified client

March, 2022

What were the circumstances that caused you to initially look for an adviser?

Great service & very professional advice

How has David O'Kane helped you?

Sorted out my finances & helped me remortgage allowing me to get control of my finances

Have you seen the outcome you were hoping for?

Yes now able to save & plan for retirement

What could they have done better?

Don’t think there could have been any improvement

Review from verified client

March, 2022

What were the circumstances that caused you to initially look for an adviser?

Needed independent advice.

How has David O'Kane helped you?

Given independent options. Not tied to specific companies.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really

First impression from a user who is not yet a client

January, 2022

Please provide a brief comment about your experience with David

I’m a complete novice with financial matters and David explained everything really clearly with lots of time and patience and was very honest about my options and the pitfalls.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Wanted to make sure I was getting the best from my pension fund

How has David O'Kane helped you?

Has managed my funds and placed them where they have made me a good amount of money. Very happy with the service he has given

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing I can think of. I trust him with my pension

Review from verified client

September, 2021

What were the circumstances that caused you to initially look for an adviser?

On retirement I required advice about transferring my pension

How has David O'Kane helped you?

He reviewed my circumstances and arranged for my company pension to be transferred into a stocks and shares portfolio to enable pension income throgh drawdown

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Considering the turbulence caused by Covid 19 i don't believe that any improvements are required

Review from verified client

September, 2021

What were the circumstances that caused you to initially look for an adviser?

Get to look at more on the market

How has David O'Kane helped you?

Get the best deal out that for myself

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

Review from verified client

August, 2021

What were the circumstances that caused you to initially look for an adviser?

To get a better return on my pension.

How has David O'Kane helped you?

He spent time and explained in a lot of details about my pension currently where it was and where best to put it.

Have you seen the outcome you were hoping for?

Yes it was all done very professionally and smoothly with no problems. I am very happy with their service and care factor.

What could they have done better?

No

Review from verified client

August, 2021

What were the circumstances that caused you to initially look for an adviser?

needed someone who could explain the options open to me relating to my pensions

How has David O'Kane helped you?

explained how i could amalgamate my small pensions together for easier understanding and less companies and paperwork to deal with

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing everything is great

Review from verified client

August, 2021

What were the circumstances that caused you to initially look for an adviser?

I had multiple pensions I needed advice on

How has David O'Kane helped you?

Amalgamation of pensions & professional advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

David's reply

Thank you

Review from verified client

July, 2021

What were the circumstances that caused you to initially look for an adviser?

needed the consultation to transfer company pension

How has David O'Kane helped you?

initial consultation with wife accompanying to review all aspects of why such a request had arisen and assessing viability to transfer

Have you seen the outcome you were hoping for?

yes as to the transfer being completed

What could they have done better?

nothing, service was excellent and transparent

Review from verified client

July, 2021

What were the circumstances that caused you to initially look for an adviser?

Inheritance tax advice.

How has David O'Kane helped you?

David was exceptional throughout. He was professional, courteous and provided excellent advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/a

Review from verified client

July, 2021

What were the circumstances that caused you to initially look for an adviser?

Needed some professional help in this field and i would go nowhere else.

How has David O'Kane helped you?

He made it clear and easy to understand and not boring.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

His professional service with my pension

How has David O'Kane helped you?

My understanding of what was going to happen with my now and in the future

Have you seen the outcome you were hoping for?

Yes things are going well

What could they have done better?

I don’t believe there is any thing that thay could have done better

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

The find a knowledgeable professional with a personal touch is key in my line of business

How has David O'Kane helped you?

Personal advise on my pension and investments

Have you seen the outcome you were hoping for?

Yes, David and his team has been helping me for the last 10 years looking after my pension and recently other investments.

What could they have done better?

Hard to beat the best!

First impression from a user who is not yet a client

June, 2021

Please provide a brief comment about your experience with David

He didnt bother to ring back

David's reply

Dear Sara Please accept my apologies that your first impression of D O’Kane Financial Services Ltd was not satisfactory. I ensure that I call all prospective clients personally and pride myself on exceptional service so I was very disappointed to read your review. Should you still require financial advice, please contact the office on 01493 604646 or send an email to info@dokanefinancialservices.co.uk and we will assist you. Kind regards David O'Kane DipPFS Certs CII(MP & ER) Managing Director

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I wanted to have my portfolio managed by a competent professional company.

How has David O'Kane helped you?

Explained all the risk factors, advised me accordingly to suit my circumstances.

Have you seen the outcome you were hoping for?

Yes and my expectations have been superseded.

What could they have done better?

Nothing, I am totally satisfied.