D O'Kane Financial Services Limited

21/08/2026

Clear, helpful advice and support when it matters🏡

Here’s what one of our clients had to say about their experience of working with David.

Thank you to our client for taking the time to share their experience ✨

14/08/2026

Today is National Financial Awareness Day — a great reminder that small financial decisions made consistently can have a big impact over time.

Whether you're planning for retirement, protecting your family, building wealth, or simply getting your finances organised, taking the first step today can make all the difference tomorrow.

Financial confidence starts with financial awareness. If you're ready to create a plan that works for your goals, contact us on 01493 604646.

10/08/2026

8 pensions. One simpler solution ✅

Our client was feeling confused and fed up managing 8 separate pensions. We reviewed their arrangements and after considering their individual circumstances and options, helped them consolidate them into one pension.

Could reviewing your pensions help give you greater clarity?

Pension consolidation may not be suitable for everyone. Advice will depend on your individual circumstances. The value of investments can fall as well as rise, and you may get back less than you invest.

07/08/2026

Why Should I Have Critical Illness Cover? ❤️‍🩹

Critical Illness Cover is exactly what it says on the tin. This type of insurance pays you a tax-free lump sum if you're diagnosed with certain serious illnesses.

Here are the main reasons we believe many people choose to have it:

💷 Protects your income during a serious illness
🏥 Helps cover large medical or recovery costs
🏡 Protects your home and family
💙 Provides peace of mind and more financial options
📊 Serious illnesses are more common than many people realise

A serious illness can impact more than just your health. Critical Illness Cover can provide a tax-free lump sum if you're diagnosed with a covered condition, helping you manage bills, maintain financial stability, and focus on your recovery.

📞 Call us on 01493 604646 to explore your options and find the cover that's right for you.

06/08/2026

One of the most common oversights when planning for retirement is underestimating how much your income may change once you stop working. When your employment income comes to an end, your retirement income is likely to come from sources such as the State Pension, workplace pensions, personal pensions, and any other savings or investments you may have.

For those who are eligible, the full new State Pension is currently approximately £12,547.60 per year. If you have limited or no additional pension provision or retirement savings, your retirement income may be lower than you expect.

📊 Reviewing your pension arrangements well before retirement can help you understand whether you're on track to meet your retirement goals and whether additional contributions or other planning may be appropriate for your individual circumstances.

📞 Contact us on 01493 604646 to discuss your retirement provisions.

31/07/2026

⭐ We always value hearing feedback from our clients and appreciate them taking the time to share their experiences.

💬 We're pleased to share this feedback about David and the service we provide. Offering financial advice tailored to our clients individual circumstances is central to how we support them.

🙏 Thank you to our client for sharing their experience and for placing their trust in our team.

📞 If you're considering financial advice and would like to discuss your circumstances, contact us on 01493 604646 to find out more.

24/07/2026

16/07/2026

What a fantastic day at Great Yarmouth Races yesterday! 🏇

It was a wonderful opportunity for the team to relax, connect outside of work and enjoy a day together. A big thank you to everyone who joined us and helped make it such an enjoyable occasion. We can't wait for the next one! 🥂

09/07/2026

🏡 Do you know when your mortgage fixed rate ends?

If your fixed-rate deal is due to end in the next few months, now is a good time to review your options. Waiting until your deal expires could mean moving onto your lender's Standard Variable Rate, which may result in higher monthly repayments.

Many lenders allow you to secure a new mortgage deal before your current one ends, giving you time to consider the options available.

If you'd like to discuss your mortgage or review your next steps, we're here to help. Get in touch to see what options may be available based on your individual circumstances.

A mortgage will be secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

03/07/2026

It's been a while since we've introduced our team, so we thought it was the perfect time to say hello! 👋

Meet the faces behind everything we do – from keeping things running smoothly behind the scenes to providing the best service every day. Every member of our team plays an important role, and we're proud to introduce them to you ✅