Our Services
OKDFS offer an extensive range of financial planning services for a range of clients - individuals, limited companies, partnerships, company directors and professional introducers.
A brief summary of the main areas we advise in is below and we would be delighted to speak to you to discuss your requirements.
Individuals
- 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
- Income Protection cover
- Private Medical Expenses cover
- Pensions and Divorce settlements
- Redundancy Planning
- Self Invested Personal Pensions (SIPPs)
- Cash ISA alternatives
- Family Trust work
- Trustee investment
- Power of Attorney investment
Limited Companies/Partnerships
- Employee Benefit packages
- Group Pension Schemes
- Group Life Cover
- Group Income Protection schemes
- Group Private Medical cover
- Salary Exchange Pension schemes
- Final Salary Pension Scheme wind-ups
- Group SIPPs
- Small Self Administered Schemes (SSAS)
- Pension Scheme Property purchase
Company Directors
- Director Retirement planning
- Shareholder Succession planning
- Shareholder Agreements
- Shareholder and Keyperson protection
Professional Introducers
- Please see separate "Professional Introducers" tab
To arrange an appointment or to discuss your requirements please contact either:
Malcolm McPherson, Elaine Hunter, or Steven Donnelly by telephoning 0141 248 5400 or email -