Independent Financial Advisor in Glasgow

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"I advise and guide both individual and corporate clients on a daily basis to help them reach the correct financial planning decision for them. I take the time to personally speak to every client in order to build up a full picture of their circumstances. This helps me provide a bespoke range of ideas and solutions applicable to their needs.

I understand that clients are looking for someone they can trust and who provides a friendly, professional service at both the outset of the advice process and throughout their lifetime. Financial planning can sometimes appear to be complex. My role is to remove this complexity, come up with the most appropriate solution and explain this in a way that my clients can fully understand.

The vast majority of my business currently comes from referrals from existing clients who are delighted with the service I provide.

Please contact me for a no cost/no obligation consultation to let you decide if my services are right for you."

Orr Kerr Dykes have provided expert personal independent financial advice to both individual and corporate clients for over 30 years. 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 personal service 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 will 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.

We are proud to hold the distinction of Chartered Financial Planner status, a designation which reflects the highest level of expertise and knowledge within the Financial Planning Industry and one which is currently held by less than 300 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, the two 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.

Our Services

We pride ourselves on our broad depth of expertise and have used this to provide our 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
• Savings, Investment and Tax Planning
• Inheritance planning
• Life Assurance and Critical Illness Cover - both personal and corporate
• Pensions and Divorce settlements
• Medical Expenses
• Income Protection

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