Douglas White Limited

We are a growing, family owned financial planning firm, with our head office based near Liverpool. In June 2013 we opened a regional office in Prudhoe, Northumberland.

Through the use of technology, we aim to deliver big business solutions with the personal touch, service and support of a family run business. This will enable us to build long term relationships with clients and provide both initial and ongoing advice which will assist them in meeting their financial objectives, whatever these may be and however they may develop.

We truly believe that we need to closely work with you, in order to effectively work for you.

 

Our Key Staff

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Chris Douglas - Managing Director

BSc (Hons), DipPFS

Chris Douglas has been working in Financial Services for over 12 years, since graduating from university with a BSc (Hons) in Business Mathematics.

Chris can call on a range of experience including working with the eldery, working in complex family, tax, and trust situations as well as his time within the retail investment sector when advising clients.

When required Chris is happy to work with other professionals whose services you may employ. Should you not have these contacts yourself, but they would add value to your planning, Chris has a range of connections to introduce you to.

Away from the office Chris enjoys spending time with his young family (and dog) and is also a wannabe food and wine critic at heart.

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Reviews and Ratings for Financial adviser Chris Douglas, Liverpool
 

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Emma Douglas - Office Manager

Having passed all of the relevant exams, Emma is in the final stages of qualifying as an accountant.

Adding an extra dimension to Douglas White Limited, Emma ensures the smooth running of the office as well as being a source of knowledge within her own field of expertise.