OKDFS Commitment to Professional Introducers

OKDFS are the preferred choice of a number of professional introducers including accountancy, stockbroking and legal firms when it comes to offering financial planning advice to their clients.

We recognise that a professional introducer's prime concern is that they need to have the confidence that any clients they ask us to engage with will receive a first class standard of service and advice. Professional introducers cannot afford to jeopardise client relationships by selecting an independent financial adviser firm that they do not implicitly trust.

Our Chartered Financial Planner status gives you the comfort that any clients you introduce to OKDFS will receive top quality, first rate service and advice both initially and throughout their lifetime.

OKDFS strongly believe that the interest of the client is paramount and should not be clouded by any financial inducement.

For a no obligation discussion or consultation to see if we can suitably meet the standards you would expect then please telephone Malcolm McPherson, Elaine Hunter, or Steven Donnelly on 0141 248 5400 or e-mail us as follows:-

Malcolm McPherson BSc FCII         malcolm@okdfs.co.uk
Elaine Hunter BA APFS                  elaine@okdfs.co.uk 
Steven Donnelly Dip PFS Dip CII     steven@okdfs.co.uk