Welcome to Orr Kerr Dykes Financial Services Limited
At Orr Kerr Dykes Financial Services Limited (OKDFS) 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.
Credentials
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 3% 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.
As a further enhancement of our Chartered status, two of the directors of Orr Kerr Dykes Financial Services are recognised by the Financial Services Authority as Pension Transfer Specialists and accordingly have vast experience in dealing with this sometimes complex area.
To arrange an appointment or to discuss your requirements please contact either:
Malcolm McPherson, Elaine Hunter, or Steven Donnelly by telephoning
0141 248 5400
Alternatively, please email us as follows and we will contact you:-
Clients can pay for our services on the basis of a fee, commission, or a combination of both. We offer
an initial discussion, normally without charge, during which we will describe our services more fully,
explain your payment options and answer any questions you may have. We will not charge you until
we have agreed with you how and when we are to be paid.