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OKDFS Commitment to Professional Introducers

OKDFS are the preferred choice of a number of professional introducers including accountancy, stockbroking and legal firms when it comes to offering financial planning advice to their clients.

We recognise that a professional introducer's prime concern is that they need to have the confidence that any clients they ask us to engage with will receive a first class standard of service and advice. Professional introducers cannot afford to jeopardise client relationships by selecting an independent financial adviser firm that they do not implicitly trust.

Our Chartered Financial Planner status gives you the comfort that any clients you introduce to OKDFS will receive top quality, first rate service and advice both initially and throughout their lifetime.

OKDFS strongly believe that the interest of the client is paramount and should not be clouded by any financial inducement.

For a no obligation discussion or consultation to see if we can suitably meet the standards you would expect then 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