WORKING TOWARDS YOUR FINANCIAL GOALS

We know that everyone has different
financial goals and aspirations and
consequently we work hard to get to know
you before providing any financial advice.

SERVICES

RETIREMENT PLANNING

We can help you plan for retirement, helping you achieve the retirement income that you expect and deserve.

INHERITANCE TAX PLANNING

No one wants to pay more than their fair share of tax, we can help you pass on as much of your estate as possible to your loved ones.

INVESTMENT PORTFOLIOS

Tailored investment planning to your individual needs whether your requirements are growth, income or a combination of both.

ISA’s

Many people think ISAs are complicated, and that perception isn’t helped by the maze of options out there. ISAs are accounts for your savings or investments that are tax-free.

INSURANCE

We provide bespoke protection planning that can provide you and your family with peace of mind.

BUSINESS SERVICES

We have over 30 years of expertise in the corporate market where we can review or create bespoke tailored employee benefit packages.

SERVICES

RETIREMENT PLANNING

We can help you plan for retirement, helping you achieve the retirement income that you expect and deserve.

INSURANCE

We provide bespoke protection planning that can provide you and your family with peace of mind.

INHERITANCE TAX PLANNING

No one wants to pay more than their fair share of tax, we can help you pass on as much of your estate as possible to your loved ones.

BUSINESS SERVICES

We have over 30 years of expertise in the corporate market where we can review or create bespoke tailored employee benefit packages.

INVESTMENT PORTFOLIOS

Tailored investment planning to your individual needs whether your requirements are growth, income or a combination of both.

ISA’s

Many people think ISAs are complicated, and that perception isn’t helped by the maze of options out there. ISAs are accounts for your savings or investments that are tax-free.

WHAT TO EXPECT

At OKDFS our aim is to provide you with the highest levels of personal service as we work with you over the long term to help you achieve all of your financial goals.

At our initial meeting we will discuss your goals and needs which will allow us to complete a full financial review for you.

As Independent Financial Advisers we are not tied to any company and can advise you on any products on the market. We carry out our own research in house and will design a portfolio to match your risk profile and your investment timeframe. Once you become a client of OKDFS we’ll carry out annual reviews, advise you on changes to global markets and answer any questions you might have regarding your investments.

MEET THE TEAM

EDWARD KELLY

DIRECTOR

RUSSELL PROVAN

DIRECTOR

STEPHEN WRIGHT

DIRECTOR

ELAINE

FINANCIAL ADVISER

WILLIAM

FINANCIAL ADVISER

KIRSTY

OFFICE MANAGER

ALEX

PARAPLANNER

CEONA

OFFICE ADMINISTRATOR

FIONA

OFFICE ADMINISTRATOR

MARIE

OFFICE ADMINISTRATOR

MEET THE TEAM

EDWARD KELLY

PARTNER

RUSSELL PROVAN

PARTNER

STEPHEN WRIGHT

PARTNER

ELAINE

FINANCIAL ADVISER

WILLIAM

FINANCIAL ADVISER

KIRSTY

OFFICE ADMINISTRATOR

ALEX

PARAPLANNER

CEONA

OFFICE ADMINISTRATOR

FIONA

OFFICE ADMINISTRATOR

MARIE

OFFICE ADMINISTRATOR

CONTACT

We’d love to hear from you.

7 Royal Crescent   
Glasgow
G3 7SL