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Our Services

OKDFS offer an extensive range of financial planning services for a range of clients - individuals, limited companies, partnerships, company directors and professional introducers.

A brief summary of the main areas we advise in is below and we would be delighted to speak to you to discuss your requirements.

Individuals

  • How to best fund for retirement
  • How to best take income in retirement
  • Pension consolidation
  • Savings, Investment and Tax planning
  • Inheritance planning
  • Life Assurance and Critical Illness cover
  • Income Protection cover
  • Private Medical Expenses cover
  • Pensions and Divorce settlements
  • Redundancy Planning
  • Self Invested Personal Pensions (SIPPs)
  • Cash ISA alternatives
  • Family Trust work
  • Trustee investment
  • Power of Attorney investment

Limited Companies/Partnerships

  • Employee Benefit packages
  • Group Pension Schemes
  • Group Life Cover
  • Group Income Protection schemes
  • Group Private Medical cover
  • Salary Exchange Pension schemes
  • Final Salary Pension Scheme wind-ups
  • Group SIPPs
  • Small Self Administered Schemes (SSAS)
  • Pension Scheme Property purchase

Company Directors

  • Director Retirement planning
  • Shareholder Succession planning
  • Shareholder Agreements
  • Shareholder and Keyperson protection

Professional Introducers

  • Please see separate "Professional Introducers" tab

To arrange an appointment or to discuss your requirements please contact us:

NamePositionTelephoneMobileEmail
Steven Donnelly APFS Dip CII Director/IFA 0141 375 9333   stevenokdfs.co.uk  
Elaine Hunter BA FPFS  Director/IFA 0141 375 9333   elaineokdfs.co.uk  
Fiona Gunning Administrator 0141 375 9333   fionaokdfs.co.uk  
Susan Penman Administrator 0141 375 9333   susanokdfs.co.uk  
Declan Cleary Workplace Pensions Consultant/ Paraplanner 0141 375 9333   declanokdfs.co.uk