Throughout life, from childhood to retirement, circumstances and priorities change. At every stage, it is important to make well-informed decisions to ensure that you and your family are following the appropriate strategies for achieving your goals.
Enough money needs to be generated to pay for day-to-day living costs, whilst future expenses such as cars and children's education fees all need to be budgeted for. If there are any borrowings, when and how will they be repaid and what contingencies need to be put in place if something unforeseen happens?
Our Personal Lifetime Financial Planning Service we believe is ideally suited to individuals or couples starting off on their working life, perhaps facing real financial responsibilities for the first time – such as repaying a mortgage and providing for children, whilst at the same time looking to the future and making realistic plans for security and prosperity.
At D O'Kane Financial Services Ltd, we understand that building and preserving your personal wealth requires specialised attention. We can provide you one-on-one guidance and a comprehensive financial plan that aims to help manage risk, improve performance and ensure the growth and longevity of your wealth.
The value of investments can go down as well as up and you may not get back the full amount of your investment.
Financial advice is an important part of any successful business. From start-up businesses to established companies, D O'Kane Financial Services Ltd offers advice that ensures the business is getting the most out of all of its financial arrangements.
In uncertain times, businesses themselves must be protected from any eventuality. Partners, business owners and company directors face increasingly high risks. Protecting the business from these risks is vital.
D O'Kane Financial Services Ltd aims to help businesses protect themselves and provide tailored independent financial advice on employee pensions and benefits.
Workplace pension scheme are not regulated by the Financial Conduct Authority.
D O'Kane Financial Services Ltd
137 High Street
t: 01493 604646
f: 01493 656925
The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK
D O'Kane Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
Registered Address: 137 High Street Gorleston Great Yarmouth Norfolk NR31 6QX. Registered Number: 08932631.
© 2014 D O'Kane Financial Services Ltd. All rights reserved.