If you have never taken professional financial advice before you may have mixed feelings about what to expect.  Even if you have used an advisor previously, you may still have mixed feelings regarding your previous experiences and what to expect from Douglas White Limited. 

Essentially, our aim is to work with you to understand your current position and your ultimate goals and requirements.  As you go through life your needs and requirements will change and as such, our plans will evolve with you.

For us, it is about doing the right thing, for the right person, at the right time.

 

whatwedo

Working with you, Working for you

We offer a full range of advice services which includes, but is not limited to, the following areas:

Personal 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.

Read more about Personal Protection

Retirement Planning

What are you going to do when you’ve got all that free time on your hands? Whether it’s travelling the world or spending more time with your family – you will most likely need a regular income to fund your retirement.

Read more about Retirement Planning

Investment Management

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.

Read more about Investment Management
 

Wealth Preservation

If throughout your lifetime you have managed to accumulate assets that you will not need, or that you will not use entirely within your lifetime, then it is likely that you will want these assets to pass to your chosen beneficiaries as efficiently and safely as possible.

Read more about Wealth Preservation
 

Business Financial Planning

In running a successful business you will already be used to forward planning, making sure that your business can adapt and overcome a host of business or competitor scenarios.

Read more about Business Financial Planning