Financial Planning for a

Life Well Lived

A different way

To Invest

Let us help you to create a plan and focus on actions that add value. We can create a diversified portfolio to help you achieve your desired lifestyle and goals.

Chartered Status

The gold standard in financial planning, a team you can trust.

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Our client relationships are based on

Trust

“First class Financial Planning advice from true professionals. OHFS provide a genuine and reassuring service offering advice in plain English. An all round refreshing experience without the sales pitch. Give them a call, I promise you won't regret it.”

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Your Ideal

Retirement

We believe everyone should have a retirement plan that delivers the income necessary to allow them to live the lifestyle of their choice.

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Our Team

We combine expertise, experience and a passion for client care, together with cutting edge, innovative and insightful technology.

It's All About You

Our core purpose is to assist clients with their financial planning requirements, to treat them fairly and to give them the best chance of investment success by making them better investors.

Ask Yourself

Am I confident in my retirement outlook? Am I secure if my circumstances change? Will my loved ones be financially comfortable? These are all questions we want to help you say YES to.

Disciplined Investing

We aim to help you look beyond the concerns of today to the long term growth potential of markets and your investments.

Financial Planning

If you have little experience of dealing with finances, are confused about making a decision, or would just like to talk to an independent professional for unbiased financial advice please get in touch.

Good financial planning is an investment in it’s own right.

We can help with a number of worries such as:

Planning for your retirement
Investing or saving money
Making the most of a lump sum of money such as a redundancy payment or an inheritance
When your life changes for example, you’re starting a family, getting divorced or you’ve been widowed

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Our Services

Financial Advice Services

Your finances and goals are unique and constantly changing which is why we offer a range of financial services which we can tailor specifically to you. We believe in the importance of a good ongoing relationship to make sure your plans remain relevant and your money continues to work for you.

Advice Process

Trust is one of the most important factors in financial planning. We begin with an in-depth discovery meeting which is a good grounding to begin the financial planning journey.

Focused on delivering Excellence

OHFS Ltd was a finalist in the CISI David Norton Recognising Excellence Award 2017 and were highly commended by the judges.

Meet the team

A friendly, approachable team you can trust to always have your best interests at the heart of what we do.

Steven Whelan

Steven Whelan (MSc, CFP TM Chartered FCSI, FCII, FPFS) is the Managing Director of OHFS Ltd with over 40 years in the profession. Steve is 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 […]

Katie Mairs

Katie Mairs (FPFS) is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Katie has been in the profession since early 2016, offers the full Financial Planning service, and is happy to discuss any concerns you have for yourselves or your loved ones. Katie deals largely with NHS professionals and the NHS […]