01493 604646       info@dokanefinancialservices.co.uk      




MEET THE TEAM



David O'Kane

Managing Director

David founded D O'Kane Financial Services in 2010 after previously working for another local IFA practice. Prior to this he spent 7 years at a High Street Bank where he worked as a Financial Consultant followed by a Financial Planning Manager and Regulated Induction Coach (Financial Adviser Trainer).

David believes strongly in providing impartial, unbiased, and objective financial advice, with a view to protecting and enhancing client’s wealth and sense of wellbeing in order to fully achieve their objectives. David advises both Personal and Commercial clients on all aspects of financial planning, with a particular interest in Retirement Planning and Inheritance Tax Planning. David was awarded the Diploma in Financial Planning in 2011 and also holds the relevant qualifications to provide Mortgage, Protection and Equity Release advice.

David has a property portfolio which he has built up over 20 years and he very much enjoys property renovation. In his latest project, he solely managed the refurbishment of the former NatWest Bank building on Gorleston High Street, which is now D O'Kane Financial Services Ltd.’s main office. David is interested in most sports as well as being a keen Liverpool fan. He also very much enjoys socialising and travelling.


George Utting

Financial Planner

George has over twenty-five years’ experience working as a Financial Planner. Prior to joining D O’Kane Financial Services Ltd, George ran his own Independent Financial Advice firm in Poringland, Norwich. In his early years, he worked for two leading law firms in East Anglia. George gained the Diploma in Financial Planning in 2005 and since then has achieved further qualifications including Pension Planning and Personal Investment Planning which were both at Advanced Diploma level.

George’s expertise covers all areas of financial planning, and he has a particular interest in providing advice to private clients who have accumulated wealth and those who have either reached or are nearing retirement. His areas of expertise include providing advice on Retirement Planning, including investment options and Inheritance Tax Planning.

George is married with two children. He enjoys family life and travelling, as well as playing golf.  


Ros Davis

Senior Paraplanner

Ros has worked in financial services for over twenty years and has the Diploma in Financial Planning. She provides technical support to David and George and focuses on the research and preparation of our financial planning reports, allowing us to communicate our advice to clients.

Ros is married with grown up children and grandchildren. She very much enjoys the outdoor life and sporting activities, such as cycling, kayaking and badminton, as well as travelling, camping, and gardening.  


Megan Michalski

Senior Administrator

PROFILE

Megan has been working within the financial services industry for five years. She began as an apprentice working for a Mortgage Adviser where she completed her Level 3 in Business Administration before going to work at a larger IFA practice as a personal assistant to one of the associate directors. While there, Megan completed administration duties in connection with Investments, Pensions and Mortgages, along with some training towards becoming a paraplanner and successfully passing the R01 exam. She is currently completing the CeMap qualification to continue her training to become a Mortgage Adviser.

Megan enjoys spending her time caring for her horses, cooking and travelling and is also looking to start building a property portfolio with her partner.


Nicki Mayhew

Senior Administrator

Nicki has been employed in the Financial Services Industry for over 25 years, always being part of the administration team.

Nicki is married with two children. In her spare time she enjoys walking the family dog and spending time with her family and friends, as well as supporting Norwich City!  


Enya Oakley

Administrator

Enya joined D O’Kane Financial Services as an apprentice financial administrator but before that she had a successful career as a make up artist for one of the world’s most well known celebrity make up artists. While it was change of pathway for Enya, she is excited and pleased to be studying for what she hopes will be a long and happy career. Since starting at the company, she has proved that she is keen to learn and is not afraid of a challenge.

Local to the area since birth, Enya is looking forward to soon moving into her first property with her partner. In her spare time, Enya enjoys baking and cooking as well as fashion and make up. Enya is excited to develop her new career and challenge herself to be the best she can be. She always has a positive and determined mindset.    


Colin Waters

Operations Assistant

Colin joined D O’Kane Financial Services in 2021 after 34 years with an international oil services company. In his new role as operations administrator, he finds that his experience with sophisticated databases and statistical analysis is being put to good use in a dynamic and efficient company. Although Colin is part time, he enjoys being part of a strong, friendly team that are focused on delivering a premier service to all of their clients in a friendly hands on manner. As a long time client of the company, he appreciates the requirements of the clientele that D O Kane Financial Services Ltd strive hard to work for.

Colin is a keen clay shot and very reluctant gardener, Colin is also a member of several societies with local interests.    

Our Services




Retirement

DISCOVER



Mortgages

DISCOVER



Investments

DISCOVER



Protection

DISCOVER



Cash Management

DISCOVER



Estate Planning

DISCOVER

call us now

Contact us
01493 604646