We are independent financial planners advising clients across the UK from offices in Liverpool.
Douglas White was set-up by Chris Douglas in 2012 with a very straight-forward aim: to simplify the complexities of financial planning. After years of helping clients to achieve their goals, we recognise that your financial needs may be complicated, but the solutions don’t have to be.
We only work with people for whom we know we can bring value. Over the years we have refined our services to meet the needs of those people who are:
It’s usually when you’re in your fifties that thoughts turn to retirement. The key questions to ask yourself are: what do I want to do in retirement? and; when can I afford to do it?
Now that you’re ready to retire, it’s important to identify what needs to be done, and in what order, to maximise your chances of enjoying the retirement you want to have.
Now that you’re retired, it’s important to keep track of your income and expenditure so that you can continue to enjoy your hard-earned retirement.
As busy professionals ourselves, we completely understand…when you’re so busy working on your career, your financial focus tends to be on the here and now, rather than the long-term.
Mark Gledhill | Merseyside | Client since 2019Chris was unbiased with his advice. He was not pushy - quite the opposite as he advised me to speak to other advisers also. His advice was clear and constructive, his focus was purely on what was best for me, which is unlike other advisers. his calm manner and honesty was reassuring.
Richard Brown | Northumberland | Client since 2018We were looking to do some planning for future retirement and tidy up multiple pensions we have accumulated. Chris has advised on the investments as well as financial planning for other aspects of life.
Pat Barlow Thomas | Shropshire | Client since 2016My previous adviser decided to narrow his field of work and selected Chris Douglas and his staff as the most effective and efficient alternative adviser. This was high praise which has been borne out by his performance.
Charles Frost | London | Client since 2017Chris has been managing our pension arrangements for over two years now and we are happy with the way things are going. He presented us with a range of options along with his recommendation for the optimal investment.
Lou | Manchester | Client since 2018Chris explained a number of options to us and gave us the opportunity to ask lots of questions so that we fully appreciated the detail in terms which we understood. Chris has been our IFA for two years now and we are very happy with the service he provides.
Mark Gledhill | Merseyside | Client since 2019I had not long retired and Chris was recommended, I was not disappointed. He explained to me in a very unbiased and reassuringly way what I could do with my investment. He has a way of going through everything in a very honest and clear way.
John Eagleton | Merseyside | Client since 2019Chris is very professional, helpful, informative and is able to explain any complex issues, by putting them into bite size pieces, to make them easy to understand. He assessed my current circumstances, created an ongoing plan to help me manage the financial side of my life and aligned it with my goals.
Pam Simpson | Merseyside | Client since 2017Chris Douglas is a very helpful, knowledgeable and friendly person. He talked us through every stage of investment and explained in layman's terms. Excellent service from Chris and his staff
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If you would like our help in simplifying your financial planning, please do get in touch for a no obligation consultation, at no cost to you.