Our Team

With collectively over 70 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.

“The role of a Financial Planner is a very privileged one given the level of trust that our clients place in us. That in itself is a huge reward but being able to have such a positive influence on people‚Äôs lives is most enjoyable.” Steve Whelan

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 Wealth Manager and a Certified Financial Planner. He also holds a Masters Degree in Financial Planning and Business Management.

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 pension scheme.