Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 41 )
Pensions ( 53 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 19 )
Auto Enrolment ( 1 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 5 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 15 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 11 )
£100k - £200k ( 7 )
£50k - 100k ( 4 )
Up to £50k ( 12 )
Client reviews
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Value
Advice
Service
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Suffolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Hertfordshire
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Service
Advice
Value
Based in Norfolk
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
Overall
Value
Advice
Service
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Suffolk
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
Overall
Advice
Service
Value
Based in Suffolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Buckinghamshire
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Suffolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Norfolk
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
Overall
Advice
Service
Value
Based in Suffolk
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
March, 2021
Overall
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
November, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Transfer final salary to private pension scheme
How has David O'Kane helped you?
Provided advice, liaised with advisors to determine if transfer out of final salary scheme was for me. Provided information and advice on where to put pension
Have you seen the outcome you were hoping for?
Final salary was transferred to private scheme - still waiting for other dc scheme to be transferred as current holder (capita) making things slow for transfer
What could they have done better?
Not a lot - David provided detailed information about schemes, options, prices, and timescale. Only time will tell what the end result will be.
Review from verified client
November, 2020
Overall
Value
Service
Advice
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
Final pension enhancement requirements for myself and family.
How has David O'Kane helped you?
Advice on options and finally managing the transfer of funds.
Have you seen the outcome you were hoping for?
Covid has made it all a bit up and down but the proof of the pudding is in the long term which is what I signed up for, therefore currently no regrets.
What could they have done better?
Don't know enough about finance to really answer that.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
Starting a buy to let portfolio,
How has David O'Kane helped you?
Working overseas having problems getting a UK morgage. Dave took it all in his stride, all issues sorted. I have seen David, since the mortgages have been set up, for more advice.
Have you seen the outcome you were hoping for?
Yes difffently.
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
advise , management of a pension fund
How has David O'Kane helped you?
good impartial advice, and management of my pension fund
Have you seen the outcome you were hoping for?
yes
What could they have done better?
none really, and his "staff" do follow things up promptly and efficiently
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
David has been my Financial adviser for over 5 years, always providing quality advice
How has David O'Kane helped you?
David has secured me a great mortgage deal
Have you seen the outcome you were hoping for?
yes better than expected!!!!!
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
After a divorce settlement I needed advice on pension transfer.
How has David O'Kane helped you?
He gave me knowledgeable advice and help with investing my acquired pension
Have you seen the outcome you were hoping for?
Yes the return up until this year due to the COVID pandemic has been very good.
What could they have done better?
I’m not entirely sure, his help and support and has been good, explaining the process and how the investments work, I’m very new to all this so to be bombarded with information would have been overwhelming, I feel that he has tackled my level of knot and understanding well and has explained things in laymen terms.
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
Manage pension
How has David O'Kane helped you?
Managed pension
Have you seen the outcome you were hoping for?
Yes
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Looking to retire early.
How has David O'Kane helped you?
With his advice and knowledge in transferring the pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing springs to mind.
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Combined two pension funds into one investment portfolio. Funds were under performing.
How has David O'Kane helped you?
Arranged the setting up of the portfolio.
Have you seen the outcome you were hoping for?
Overall yes.
What could they have done better?
I can,t think of anything he could have done better per se. If he makes any changes to the portfolio investments he will inform me of the reasons for doing so.
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has David O'Kane helped you?
Provided advice for investing
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing more. Am very pleased with advice
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
To sort a number of pensions
How has David O'Kane helped you?
From the bank
Have you seen the outcome you were hoping for?
Yes we’ll advised
What could they have done better?
Well satisfied
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
I felt my pension was not performing so sought further advise. David helped my farther so first port of call
How has David O'Kane helped you?
Pension and life insurance
Have you seen the outcome you were hoping for?
Yes on the life insurance, all set up. Early for the pension to show numbers
What could they have done better?
To be fair, pretty good all round
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Because it was the correct thing to do, by a true professional in a professional manner.
How has David O'Kane helped you?
I would always use David for any financial advice, first class service on every occasion his services were required.
Have you seen the outcome you were hoping for?
On more that one occasion definitely.
What could they have done better?
Nothing, a first class service and reliable in every way.
David's reply
Thank you Tony appreciate it
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
I was unsure as to what to put my pension system in and after speaking to David he explained where best to invest my money also helping to save my wife's is a by taking from one company and putting it in another
How has David O'Kane helped you?
More or less as I've just stated above
Have you seen the outcome you were hoping for?
Yes there has been some ups and downs but overall the pension is staying on a steady rise and coarse
What could they have done better?
Perhaps to be in touch with clients a little bit more often under certain conditions as to what the country is going through at this moment other than that everything else would be fine
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Used David for a Mortgage 4 years ago and was impressed by the service.
How has David O'Kane helped you?
Helped with Pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Took time to listen to my needs and acted accordingly.
David's reply
Haha, Thank you for your review Mr Beavers All the very best David
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
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.
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
I received a life insurance pay out and needed advice on investing it for the future.
How has David O'Kane helped you?
He discussed all options at length and weighed up the appropriate risk rating I wanted to take.
Have you seen the outcome you were hoping for?
Yes completely
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Started with mortgage advice and then after being made redundant asked for moving of pension advice.
How has David O'Kane helped you?
Sorted out my mortgage and also helped with my moving of pension. Also looks after my pension investment fund.
Have you seen the outcome you were hoping for?
Yes. Very happy with how my pension investment is going.
What could they have done better?
No.
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Buy to let property
How has David O'Kane helped you?
Found me a morgage
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing David was great as were the team
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
I wanted to purchase another property and David O’kane had been recommended to me
How has David O'Kane helped you?
All staff are always friendly and helpful. The staff are always professional but also very friendly and helpful
Have you seen the outcome you were hoping for?
I brought another property and the process wasn’t in the least bit stressful thanks to David and the team
What could they have done better?
Nothing the advice was good and as I have said not stressful at all
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
To invest funds from the sale of a business
How has David O'Kane helped you?
Comprehensive advise on investment and risk
Have you seen the outcome you were hoping for?
Under the current circumstances the funds are performing well
What could they have done better?
N/A
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
To gain the correct advise on my pension package
How has David O'Kane helped you?
Completely satisfied by the service and information given to me.
Have you seen the outcome you were hoping for?
Yes satisfied with the information regarding my investments regarding my pension fund
What could they have done better?
Satisfied with everything
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Advise/guidance regarding pensions.
How has David O'Kane helped you?
Discussed the benefits of pensions regarding what would be required in retirement. Reviewed and advised on 2 existing pension plans. Advised on risk Set up new pension plans for my wife and I. Review sessions for status of plans. Undertook transfer of existing maturing plans for a more beneficial outcome. Gave us confidence to make assured decisions. We have found David to be very helpful, easy to speak to and goes the extra mile to ensure his Clients get the best.
Have you seen the outcome you were hoping for?
Yes. We went to David with very little knowledge of pensions, risk etc. but have been very impressed with how he has brought us up to speed with what after all is a very important issue. He has taken the time to explain everything in detail allowing us to gain the confidence to move forward with our financial matters.
What could they have done better?
To be honest, we cannot think of anything.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
We needed an independent view other than bank or building society. Previous advisor was not satisfactory.
How has David O'Kane helped you?
Financial planning, pension transfer and advice.
Have you seen the outcome you were hoping for?
So far results have been very good.
What could they have done better?
Couldn’t have done anything better. Has always been available for any questions.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Financial advise for my business and pensions for my retirement.
How has David O'Kane helped you?
In my opinion your services are excellent. A quality, friendly service. Put my mind at rest with my investments with excellent control.
Have you seen the outcome you were hoping for?
Yes most definitely
What could they have done better?
In my opinion my financial adviser could not better the service he gave me as he is very thorough with all aspects of his advice and support.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
To assist with getting the best mortgage available for my circumstances and life insurance to match also
How has David O'Kane helped you?
Got me the mortgage I required with a really good interest rate and also a life insurance package providing great cover. Assisted with all aspects of finances including savings and investments too
Have you seen the outcome you were hoping for?
Very happy with the service received, will continue to use their services for all financial aspects. Would highly recommend
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Ease of obtaining a competitive mortgage.
How has David O'Kane helped you?
Competed a Mortgage on main residence.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Time frame for approval was extended due to Covid 19 lockdown, but out of our control
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
End of mortgage deal.
How has David O'Kane helped you?
Sorted mortgage and was really easy to deal with .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
August, 2020
Overall
Value
Service
Advice
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
My parents are very very happy with David O Kane as he has been advising them for over ten years. So mum and dad suggested that I ask for advice as I wasn’t really saving. David and all his staff are very friendly, approachable, polite and helpful. David constantly monitors and modifies my parents portfolio. So I felt confident David could advise me.
How has David O'Kane helped you?
David has helped me with saving and investments. David is very competent and diligently works to do the best for everyone. My parents and I totally trust him.
Have you seen the outcome you were hoping for?
Yes, absolutely. Excellent. Superb services.
What could they have done better?
David could not have done any better for me. I really am so happy.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Applying for a mortgage
How has David O'Kane helped you?
Literally went above and beyond my expectation, everything that had to be done went smoothly and the advice that was given to me was very helpful.
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
From my experience I dont think there's any area to improve. Even through the covid pandemic every interaction was performed perfectly.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Retirement meant that i required specialist advice on pension transfers and retirement income
How has David O'Kane helped you?
He arranged to transfer my pension from a final salary thus releasing the funds into a drawdown pension pot
Have you seen the outcome you were hoping for?
Yes despite the covid 19 affect on share price my funds have been managed prudently and successfully
What could they have done better?
Nothing that i can suggest
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
Moving home
How has David O'Kane helped you?
He advised on products available and was able to secure the mortgage I needed at a favourable rate.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Uncertainty in the market and unsure on which product would best suit my needs.
How has David O'Kane helped you?
David was incredibly knowledgeable and immediately put my mind at rest. He was able to discuss different options with me whilst clearly explaining the products presented. I felt that David gave me excellent advice that enabled me to make a very well informed decision on which product to choose. All the staff at D O'Kane Financial Services were very friendly and welcoming. I would highly recommend their services to anyone.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I really do not think there is anything else that could have been done. Brilliant service!
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Outside UK
What were the circumstances that caused you to initially look for an adviser?
I was recommended to David as an expert in pensions
How has David O'Kane helped you?
David transferred all my pensions pots into one
Have you seen the outcome you were hoping for?
Yes
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Advice on mortgages and pensions
How has David O'Kane helped you?
Thank you once again for an excellent service and advice. The team kept me informed throughout.
Have you seen the outcome you were hoping for?
More than that, the advice I received meant that I was able to exceed my initial expectations and consequently led to a restructure of my plans
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Needed some person to person advice on a long term pension that we had.
How has David O'Kane helped you?
Advised us to move the monies to investment port folio.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing the advice given was exactly what we were looking for.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Wanted to make sure was getting the best pension for my money
How has David O'Kane helped you?
Reviews my pension and gives me advice
Have you seen the outcome you were hoping for?
Getting there
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Advice on the following; Mortgage Equity Release
How has David O'Kane helped you?
Excellent service, very friendly adviser and staff. Good advice and speedy transactions.
Have you seen the outcome you were hoping for?
Absolutely.... Clear,confident advice given. Very happy with our outcomes.
What could they have done better?
Completely satisfied with the recommendations and advice given.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Divorce settlement
How has David O'Kane helped you?
David is extremely knowledgeable and professional and just as importantly has a welcoming friendly manner which from the very start put me at ease. David clearly explained all my options and took the time to unsure I understood and was happy with the decision I made about my investments.
Have you seen the outcome you were hoping for?
My outcome so far has been more than I was expecting.
What could they have done better?
I can honestly say in my case there isn't anything David could have done better.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Needed advice
How has David O'Kane helped you?
100 percent and beyond
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
We were first time buyers looking to buy our first home.
How has David O'Kane helped you?
David helped us to find the best mortgage and insurance available for us.
Have you seen the outcome you were hoping for?
Yes, with David and his teams help we are now in our first home.
What could they have done better?
Nothing. David and his team were very professional.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Pensions and isas
How has David O'Kane helped you?
He explained all our options in a way that we understood. Then wENT ahead on our behalf.
Have you seen the outcome you were hoping for?
Yes and better. We would not have known all the options if it wasn't for David.
What could they have done better?
He could do no better in our opinion. He is so helpful and always makes sure we understand everything.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
I had pension funds from more than one source that I wanted to consolidate into one manageable entity. I also had ISA's that I wanted transferred for more active returns.
How has David O'Kane helped you?
After discussions with David we opted for a wide spread of funds invested across the whole spectrum.
Have you seen the outcome you were hoping for?
Definitely have, the active management has so far paid off despite recent huge falls in the Stock Market. I am very pleased with the progress of my investments.
What could they have done better?
I have full confidence in David O'Kane Financial Advisers Ltd. and can find no reasons to doubt his advice.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Mortgage
How has David O'Kane helped you?
Found a competitive rate for us.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Everything has worked out well. I cannot see how David and his team could have done better.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
I needed professional advice for my investments in retirement.
How has David O'Kane helped you?
Personal, professional advice. Recommending a suitable platform for my portfolio.
Have you seen the outcome you were hoping for?
My portfolio was progressing well until the markets were affected by COVID, however, I am seeing a recovery in recent weeks.
What could they have done better?
Overall during the time, I have been a client I have been satisfied with the service I have received and David O'Kane fully understands what my objectives are. I hope with the current state of the economy that the continued advice and recommendations I receive will enable me to maintain a good level of return from my investments ensuring a good quality of life.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Selling My Company and wanting to invest some of my money.
How has David O'Kane helped you?
He helped and advised me along with my two sons as this is a Discounted Gift Trust. (very valued advice)
Have you seen the outcome you were hoping for?
Yes through the up and downs (more ups than downs) my investment has done well through David's guidance.
What could they have done better?
I have made my comments and I can onley say that any person that will intrust theire capital with David will be in safe hands.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
Had too many bits and bobs and needed something more organised
How has David O'Kane helped you?
Came and advised us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
David OKane could not have done anything better
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
personal life changes meant i needed a new mortgage arranged
How has David O'Kane helped you?
Very friendly service with fair and honest advice throughout the process.
Have you seen the outcome you were hoping for?
David was able to not only find and arrange an appropriate mortgage but also find more suitable insurance covers
What could they have done better?
maybe a more user friendly progress tracking system but im being really picky there
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
I needed someone to advise me on pensions and investments.
How has David O'Kane helped you?
David was very accommodating coming to my home to help me sort out my pensions. He was genuinely interested in me and being able to advise me on my pension plans. He also advised me on the best way for me to invest money after the sad loss of my husband.
Have you seen the outcome you were hoping for?
Yes so far so good, although I was fully advised of risks, David making sure that I understood the nature of investing, making sure that the products I chose were right for me, and my attitude to risk.
What could they have done better?
Not a thing, David was professional and friendly, making me comfortable in my decisions, and giving me confidence in my choices. I know that I can contact him with any concerns and he will be more than happy to talk to me.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Needed professional advice regarding my pensions and how to get the best from them
How has David O'Kane helped you?
Appointments are always kept, never waiting around. The time is taken to explain so you know what you are getting.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything keep doing what they are doing and that's great customer support
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Poor performance from previous financial advisors
How has David O'Kane helped you?
I think the service I have received has been excellent so far. The advice I have received has been bespoke, friendly and professional. Despite having consultations for two years, no products have ever been "pushed" onto me.
Have you seen the outcome you were hoping for?
So far yes.
What could they have done better?
I cannot think of anything. I am always given as much time as I need and David is always contactable.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
I had a retirement lump sum to invest. I wanted a better return than in a bank account, and David O'Kane was highly recommended to me
How has David O'Kane helped you?
David is always pleasant and gives the pros and cons of all decisions. I enjoy my annual review and am very happy with my investment performance. David is always happy for me to call him with any financial queries, and his guidance is reassuring to help me make the right decisions.
Have you seen the outcome you were hoping for?
Definitely, my annual 'profit' far exceeds interest I would have received from a bank account. David ensures that I am comfortable with the level of risk I have chosen.
What could they have done better?
David offers everything that I would expect from a Financial Advisor, and I have complete confidence in him.