Welcome to Orr Kerr Dykes Financial Services Limited
Orr Kerr Dykes Financial Services Limited (OKDFS) are Independent Financial Advisers based in Glasgow city centre. We pride ourselves on our broad depth of expertise and have used this to provide our personal and corporate clients with innovative tailored solutions across a wide range of financial planning areas such as:-
- Employee Benefit Packages
- 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
- Pensions and Divorce settlements
- Medical Expenses
- Income Protection
Company Overview and Ethos
Orr Kerr Dykes have provided expert personal independent financial advice to both individual and corporate clients for over 30 years from our city centre office in Glasgow. Our core values of quality, integrity and professionalism are at the heart of everything we do.
Our business continues to grow and flourish on the basis of recommendations from our existing clients and our client feedback indicates that they retain our services because of the high standards of ongoing advice we provide. We firmly believe that clients have a right to expect the same high standards of advice and service throughout their lifetime as they do when they initially engage our firm to act on their behalf.
We appreciate that every client will have different needs and therefore take the time to speak with each of them to understand their individual situation and what they would like to achieve as an outcome. We then work to produce a solution personal to that client which meets both their initial and future requirements, while at all times ensuring that the solution is one they understand and are comfortable with.
We are proud to hold the distinction of Chartered Financial Planner status, a designation which reflects the highest level of qualifications and knowledge within the financial planning industry and one which is currently held by less than 20% of firms in the UK. Whether you are an individual client, an employer, or a professional introducer looking for quality independent financial advice, our Chartered status gives you an assurance that you will receive the very best personal service at all times.
To arrange an appointment or to discuss your requirements please contact either:
Steven Donnelly or Elaine Hunter by telephoning 0141 375 9333
Alternatively, please email us as follows and we will contact you:-
Clients pay for our services by means of either fees or adviser charges depending on the nature of the work involved and the client's preferred method of payment. We may also be paid commission on any protection products we arrange.
We offer an initial meeting at our expense in order for you to consider whether you would like to engage us to act on your behalf. At this meeting we will describe our services more fully, explain our costs and answer any questions you may have.
We disclose and agree all costs with you before we undertake any work on your behalf.
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