David O'Kane

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

i was looking to increase my life time morgage

How has David O'Kane helped you?

first class advice he explained in wording that i understood and explained all of my options

Have you seen the outcome you were hoping for?

yes very much so

What could they have done better?

nothing better

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

I had a pension pot that I needed to invest to get a retirement income

How has David O'Kane helped you?

He reviewed my circumstances and then set up an investment portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing much the service has been as good as I expected

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

Many years back I was introduced to David O'Kane by my accountant who recommended David to me to support my business development and my financial investments. David also discussed pension plans and took care of our pensions from early days right through to retirement and he is still support us well into retirement with excellent advise and very trustworthy support. David has kept our pensions and finances in a good position, I would never dream of going anywhere else and in my opinion David's services would be very hard to beat.

How has David O'Kane helped you?

Business investments, private financial advise and pension plans and support throughout

Have you seen the outcome you were hoping for?

Very much so and very pleased with steady growth.

What could they have done better?

In my opinion nothing. You cannot better sound advise and excellent business ethics, that's very hard to find these days.

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

My private pension was due and I needed to invest the lump sum.

How has David O'Kane helped you?

He invested the lump sum at the risk i was prepared to take.

Have you seen the outcome you were hoping for?

Yes. but you must be patient

What could they have done better?

Should have bought more scrap gold

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

David was my Dad's advisor and since he passed I have become my disabled Mum's carer. David has kindly continued to look after my Mum's finances so that I

How has David O'Kane helped you?

Having David continue to look after my Mum's financial assets has been a big help for me - taking on care of my Mum came very much in an unanticipated manner. David has been one of the main sources of support and I am very grateful for that.

Have you seen the outcome you were hoping for?

Absolutely. I have peace of mind in the belief that my Mum's finances are expertly managed with care and diligence by David and all at his firm.

What could they have done better?

Nothing - as said, the support, advice and kindness from all at the firm has been second to none.

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

Re-mortgage of my property

How has David O'Kane helped you?

Provided various options to best suit my needs

Have you seen the outcome you were hoping for?

Yes, slightly better in the current market

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

My mortgage agreement was coming to an end

How has David O'Kane helped you?

From my initial phone call and throughout the whole process David and Carole were extremely helpful and professional. They helped us get the best mortgage provider for our needs and went above and beyond throughout.

Have you seen the outcome you were hoping for?

Yes we are very happy with how everything turned out

What could they have done better?

Nothing. They were very thorough. We will be using them again when the need arises.

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

Me and my husband were looking to remortgage and needed to find the most suitable for us.

How has David O'Kane helped you?

They were a great help spending lots of time trying to find us the most suitable solution. Especially Carole who went above and beyond for us we are so grateful for all of her hard work

Have you seen the outcome you were hoping for?

We were able to find the best and most suitable/affordable option for us

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

Good, personal & professional advice.

How has David O'Kane helped you?

Over quite a few years, he has efficiently given a first class service. I wish all companies could meet his attention to detail and availability.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing!

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

I have used David O'Kane for a number of years to look at maximising our income & investments. He has also sorted out mortgages for various members of our family

How has David O'Kane helped you?

He listened to what our needs are & suggested various options regarding our investments.

Have you seen the outcome you were hoping for?

Yes. We review our pensions & investments with meetings every 6 months to check to see if our needs & expectations have changed

What could they have done better?

Very happy with David O'Kane financial advisors & I feel our expectations have been met & exceeded.

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

Applying for a mortgage to purchase our first house together

How has David O'Kane helped you?

Excellent customer service from both David and Carole (mortgage administrator). David gave us reliable, trustworthy advice, and managed to secure us a brilliant mortgage deal. David & Carole worked quickly and efficiently to give us a quick turnaround in our house purchase, this was worth its weight in gold.

Have you seen the outcome you were hoping for?

Yes - we are happily settled into our new home together, and we are really pleased with our mortgage rate. As first time buyers who were unsure of the house-buying process, we were so glad we decided to use David as our mortgage broker through this process, as it made this part of the process as stress-free as possible.

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

Help with my pension

How has David O'Kane helped you?

He manages day to day and we have an annual meeting to discuss my risk.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

12 years ago we wanted some basic advice from a financial advisor and approached David O’Kane on the advice of our accountant, a recommendation that we haven’t regretted. In the years since we have had much more specialist advice that has always been beneficial.

How has David O'Kane helped you?

Gereral financial planning, Inheritance Tax planning, Trusts, understanding of risk.

Have you seen the outcome you were hoping for?

Yes, to date and based on the experience we have subsequently moved my mothers financial affairs to David’s company.

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

Moving my pension fund and doing an investment

How has David O'Kane helped you?

He kindly advised and directed me into a more structured , piece of mind position with my finances

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing, all the staff is friendly and helpfull and plus point for me they always answer their telephones promptly and professional 100% for that

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!

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

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

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

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

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.

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

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!

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

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

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

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

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

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.

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

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

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

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

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

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

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.......

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

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

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.

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

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

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

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

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.

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

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.

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

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

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

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.

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.

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

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.

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

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

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.

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