Working with you, Working for you

Welcome to our website where we hope to give you an insight into Douglas White Limited. We are financial planning consultants offering independent financial advice to private individuals and small businesses.

Within the website you will find some introductory information relating to who we are and the services we offer.

If you have any queries after looking at our website, or if you would like to discuss your specific situation, then please contact us.


What We Will Do:

  • gain a full understanding of your circumstances and objectives before providing any advice
  • ensure that any advice is provided in writing
  • ensure that any advice is technically correct
  • ensure that any advice utilises tax efficient investment where appropriate
  • ensure that any advice matches your attitude to risk and volatility
  • ensure that you receive the ongoing service that you require


 

Our key services

Investments

The world of investments can seem a daunting place. It is important to have a basic understanding of how investment planning decisions are made before carrying out any investments.

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Pensions

Many people state that they “don’t like pensions”. Often it is not pensions per se that they dislike but more how their pensions have previously been managed.

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Protection

Most of us would like to ensure that our families are financially secure in the event of our early death however, considering your personal protection can, and often should, go much further than this.

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