With collectively over 100 years experience in the industry and constantly expanding our knowledge, OHFS are here to guide you in making your money work for you.
Being independent means we have the pick of the whole market to find the right plan for you.
We will be open, honest and transparent with you at all times.
We will act with integrity in everything we do.
We believe you have every right to expect value for money and that is exactly what we strive to deliver.
We are committed to a long term relationship with our clients and their families and have in place a solid succession plan to enable us to deliver advice and OHFS values for your whole financial planning journey.
Steven Whelan (MSc, CFP TM Chartered FCSI, FCII, FPFS) is the Managing Director of OHFS Ltd with over 40 years in the industry. A Chartered Financial Planner, a Fellow of the Chartered Insurance Institute, a Fellow of the Personal Finance Society, a Fellow of the Chartered Institute of Securities & Investments, a Chartered Wealth Manager and a Certified Financial Planner. He also holds a Masters Degree in Financial Planning and Business Management.
Chris Hopkinson (APFS, Dip CII) is a Chartered Financial Planner and Independent Financial Advisor (IFA) who has over 35 years of experience. Chris' specialism lies in Financial Planning for Doctors, Dentists and other Medical Professionals due to his in-depth knowledge of the complex NHS pension schemes, Lifetime Allowance rules and other related issues. He is also renowned for his work with GP practices and surgery purchase.
Tricia is responsible for the day to day office management and accounts work, holding the full AAT qualification and has latterly been studying her Chartered Accountancy qualifications.
Katie Whelan (Dip PFS CertPFS DM) takes responsibility for the majority of the non client facing work. She has obtained her diploma in Regulated Financial Planning and is a pension transfer specialist also studying towards Chartered Financial Planner Status. Katie now offers advice on long term care and is happy to discuss any concerns you have for yourselves or your loved ones in making these difficult decisions.
Bobby (BA Hons) is responsible for the company’s non-client facing work and has over 4 years’ experience in Financial Planning. He is currently studying towards his Diploma in Regulated Financial Planning. Bobby's hobbies include martial arts, health and fitness, and cooking.