Who we are

Our team have collectively over 100 years of experience in Financial Services. More than most organizations, we depend on the extensive knowledge and experience of our people.

Our staff are all Professionally qualified including a Chartered Financial Planner, 2 Fellows of the Chartered Insurance Institute, and Fellow of the Personal Finance Society and a Certified Financial Planner.

Our Advisers

STEVEN WHELAN FCII, FPFS, CFP
Chartered Financial Planner

Steven entered Financial Services in May 1974 and therefore offers a wealth of experience spanning three decades.

The underlying theme to his financial planning approach is to help clients decide how they want to spend the rest of their lives, to agree planning assumptions that will make the best use of their financial resources towards the achievement of their objectives. Typically, this involves helping them with investment planning, tax minimisation and risk management.

He is Managing Director of OHFS Ltd, a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute, and Fellow of the Personal Finance Society and a Certified Financial Planner.

Formerly he was:
President of Chartered Insurance Institute of Doncaster 1992 to 1993
Chairman of Sheffield Life and Pensions Society 1995 to 1996