D O'Kane Financial Services Ltd

Financial Planning

D O'Kane Financial Services Ltd is an independent firm offering top quality financial advice to private individuals, businesses, and other legal entities. We have the expertise and research tools to help find the product which best suits our clients needs. We are qualified to advise in all areas of Financial Planning inc. investments, retirement planning & pensions, insurance, inheritance tax planning, and business advice. We analyse your financial situation using sophisticated research tools and provide unbiased financial advice by following a robust process. This process and our status as independent financial advisers (IFA's) ensure that we recommend the most appropriate products and providers on the market to suit individual clients needs. In addition to this, we are delighted to offer an initial one hour free consultation for all clients. For an unbiased financial review, please feel free to contact us today. We also work closely with local firms of Solicitors and Accountants to help to provide our clients with an all round service where appropriate. D O'Kane Financial Services is authorised and regulated by the Financial Conduct Authority. The FCA does not regulate some forms of IHT Planning.

ftadviser.com

FCA reveals no-deal Brexit plan

ftadviser.com Clients of companies from the European Economic Area that are established in the UK will have access to protection under the Financial Services Compensation Scheme in the event of a no deal Brexit the regulator has stated

citywire.co.uk

Steven Gerrard sues HSBC's private bank over tax scheme

citywire.co.uk The former footballer is among hundreds of investors who have launched a £100m lawsuit against HSBC linked to investment in tax schemes operated by Ingenious Media

professionaladviser.com

Tim Sargisson: Is financial planning facing a succession crisis?

professionaladviser.com Advisers may be currently retiring faster than they are being replaced but, writes Tim Sargisson, could the real issue for the future of the profession relate more to profitability than succession planning?,Business models ,succession planning,M&A,consolidation,Tim Sargisson,Sandringham Financial Pa...

ftadviser.com

FCA warns of misleading adverts for over-50s life cover

ftadviser.com The Financial Conduct Authority has warned it is aware of life policy promotions for the over 50s which misled consumers into thinking they were buying a policy which will cover funeral costs in their entirety

citywire.co.uk

Theresa May: no Brexit more likely than no deal

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citywire.co.uk Ahead of tomorrow’s crunch vote, prime minister Theresa May is to say MPs stopping Brexit is more likely that a no-deal exit.

ftadviser.com

SJP and Sesame are most complained about advice firms

ftadviser.com The life insurance division of St James s Place had one of the highest rates of complaints upheld of any firm in the first half of 2018

professionaladviser.com

Suitability reports needed for advice against pension transfers - FCA

professionaladviser.com The Financial Conduct Authority (FCA) is to press ahead with its plan to require firms to provide suitability reports for advice against a pension transfer despite concerns over additional advice costs.,Regulation,Retirement ,FCA,suitability report

ftadviser.com

Why schemes are asking pensioners for their cash back

ftadviser.com HM Revenue Customs and many large pension schemes have been in the news more frequently of late over their handling of the guaranteed minimum pensions GMP clawback

ftadviser.com

Calls for pension recognition in divorce settlements

ftadviser.com Age UK is calling for private pensions to be made a proper part of the divorce process for those who don t settle their divorce through the courts

ftadviser.com

Carney warns BoE 'powerless' in hard Brexit scenario

ftadviser.com Mark Carney has asserted that under a no deal Brexit UK house prices would be 35 per cent lower than they would otherwise have been while GDP would decline and unemployment rise with the Bank of England powerless to intervene

ftadviser.com

Buffett enters UK residential property market

ftadviser.com Warren Buffett s Berkshire Hathaway investment house has made its first foray into the UK residential property market with an investment in a group of London estate agents

professionaladviser.com

New hope for pension scam victims from 'landmark' ombudsman ruling

professionaladviser.com Pension scam victims have received new hope as the result of a landmark ruling by the Pensions Ombudsman, according to Royal London director of policy Steve Webb.,Retirement ,Pension scams,Pensions Ombudsman,Royal London,Steve Webb

professionaladviser.com

Gender gap: Women end up with half the pension of men by age 50

professionaladviser.com Women accumulate on average £56,000 in their pension funds by age 50 compared to £112,000 saved by men, research by Aegon has found.,Pensions ,Aegon,Gender

[11/10/17]   Para-planner required. Salary of up to £50,000 per annum offered and an opportunity to become an important member of a growing team. email: [email protected] for further information

professionaladviser.com

FCA hires extra staff to cope with Brexit workload

professionaladviser.com The Financial Conduct Authority (FCA) has hired additional general and legal staff ahead of what chief executive Andrew Bailey told the regulator's Annual Public Meeting today was a 'tight' Brexit deadline.,Regulation ,FCA,annual public meeting,Andrew Bailey

professionaladviser.com

HMRC hauls in 'record' £29bn in tax crackdown

professionaladviser.com HM Revenue & Customs (HMRC) has collected an extra £29bn from its crackdown on tax dodgers, according to its 2016/17 annual report.,Tax planning ,HMRC,Compliance,Tax avoidance

professionaladviser.com

Phil Cook: For 'tax avoidance', read 'legitimate tax mitigation'

professionaladviser.com The government's intermingling of terminology covering tax avoidance and tax evasion highlights the need to take extra care with any form of planning that seeks to reduce tax liabilities, warns Phil Cook,Tax planning,Tax Planning ,Pensions,VCT,EIS,HMRC,Thomas Miller

professionaladviser.com

People who take financial advice '£40,000 better off'

professionaladviser.com People who receive either independent or restricted financial advice are on average £40,000 better off than their unadvised peers, research by the International Longevity Centre-UK (ILC-UK) has found.,Your profession,Retirement ,International Longevity Centre-UK,Financial advice,Royal London,Value o...

professionaladviser.com

John Stopford: Bull market could last longer than people expect

professionaladviser.com The current market expansion has further to run despite concerns about valuations, though some market indicators are flagging a potential recession towards the end of 2018, John Stopford has warned.,Managed solutions ,UK,equities,multi-asset

professionaladviser.com

Queen's Speech - what does it mean for pensions and social care?

professionaladviser.com The Brexit-heavy Queen's Speech failed to mention some of May's more controversial policies from the election manifesto, such as the so-called 'dementia tax' and the scrapping of the triple lock. So what does it mean for pensions and social care?,Your profession ,Queens speech,basic state pension,so...

investmentweek.co.uk

'Carney might regret not raising rates': Industry reacts as rates held at 0.25%

investmentweek.co.uk The Bank of England has held interest rates at 0.25%, although the number of members voting for an increase has risen from one to three, minutes revealed.,Economics ,Bank of England,interest rate

investmentweek.co.uk

Investment Pulse: How do IW readers feel about UK election, Brexit talks and global outlook?

investmentweek.co.uk Investment Week readers are fairly positive about prospects for global markets as the second half of 2017 approaches.,UK ,Investment Pulse,UK Election 2017,Brexit,politics,jeremy corbyn,Theresa May,global markets

investmentweek.co.uk

World Bank upgrades UK growth forecast amid global resilience

investmentweek.co.uk The World Bank has upgraded its forecast for UK growth over the next three years, bolstered by a stronger global environment despite a weak start to the year.,UK ,Brexit,World Bank

investmentweek.co.uk

The FATCA factor: Five key tax considerations for US expats living in the UK

investmentweek.co.uk Ephraim Moss and Joshua Ashman, co-founders of Expat Tax Professionals LLC, take a closer look at key areas to watch for US expats.,Regulation ,Expat Tax Professionals,tax,US,UK,United States,pensions,FATCA,regulation

investmentweek.co.uk

OECD urges EU to avoid 'erecting new barriers' in Brexit negotiations

investmentweek.co.uk The Organisation for Economic Co-operation and Development (OECD) has stated EU nations must continue to trade with London's financial hub after the country officially leaves the bloc, or risk losing out on vital capital.,UK ,Brexit,OECD,city of london,UK,markets

investmentweek.co.uk

Managers eye opportunities in Brazil as market 'prices in too much fear'

investmentweek.co.uk Fund buyers have said Brazil still presents an attractive opportunity for investors, despite recent political turmoil threatening to derail its recovery.,Emerging markets ,Brazil,politics,Emerging Markets,Bovespa,fixed income,political risk

investmentweek.co.uk

UK inflation jumps to 2.7% in April; Largest year-on-year increase since 2007

investmentweek.co.uk Inflation in the UK rose to 2.7% in April, up from 2.3% in March and 0.3% a year ago, the Office for National Statistics (ONS) has revealed.,Economics,UK ,UK,Inflation,CPI,Office for National Statistics

investmentweek.co.uk

PM May announces surprise general election on 8 June

investmentweek.co.uk Prime Minister Theresa May has announced there will be a snap general election on 8 June.,Economics ,Prime Minister,Theresa May,Brexit

investmentweek.co.uk

Bank of England deputy governor Hogg resigns

investmentweek.co.uk Charlotte Hogg, deputy governor of the Bank of England who was touted to succeed Mark Carney as governor, has resigned from her role after failing to disclose family ties to Barclays.,People moves ,Bank of England,Mark Carney

investmentweek.co.uk

Budget 2017: 'Unwelcome surprise' as govt slashes tax-free dividend allowance

investmentweek.co.uk Chancellor Philip Hammond has announced a significant cut in the tax-free dividend allowance from £5,000 to £2,000 from April 2018 in his first and last Spring Budget.,Economics ,Budget 2017,Philip Hammond,chancellor,government policy,UK,ISA,LISA,savings

investmentweek.co.uk

Asset allocators back sterling to 'easily recover' despite Brexit fears

investmentweek.co.uk A number of investors are looking to boost exposure to battered sterling on the view the decline seen since the Brexit vote has been overdone, as some predict the currency could rebound by up to 20%, wiping out the past year's losses.,Regulation,Europe ,European Union,Brexit,sterling,currency,asset…

investmentweek.co.uk

Consumer pockets to 'feel the pinch' as inflation climbs 1.8% in January

investmentweek.co.uk UK inflation has reached a two-year high of 1.8% in January, nearing the Bank of England's 2% target, as fuel prices continued to climb higher.,Economics,UK ,Inflation,CPI,ons,Oil,forecast,Bank of England,sterling

investmentweek.co.uk

FTSE 250 climbs 0.4% to hit record high

investmentweek.co.uk The FTSE 250 jumped over 0.4% in early trading to hit a fresh record high this morning lifted by Elementis, Kaz Minerals and Ashmore.,Markets ,markets,FTSE 250

investmentweek.co.uk

BoE faces 'tough balancing act' as UK growth forecasts upgraded

investmentweek.co.uk The Bank of England's Monetary Policy Committee (MPC) has voted unanimously to hold interest rates at 0.25% today, while UK growth expectations for 2017 have been upgraded to 2% from 1.4% on the government's fiscal stimulus plans and firmer global momentum.,Economics ,Mark Carney,Bank of England,Inf...

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47 Englands Lane, Gorleston-On-Sea
Great Yarmouth
NR31 6BE

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Monday 09:00 - 17:00
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Thursday 09:00 - 17:00
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