We are proud to confirm that we are in the Top 100 IFA businesses for the 7th year running. We are the only IFA business in East Anglia to have appeared on the Top 100 list for 7 consecutive years. Along with around 120 other finance professionals, I was invited to the annual Citywire New Model Adviser (NMA) retreat 2021 at the Grove Hotel in Watford.
The main objective of these retreats is to mix with other members of the industry, better understand the offers from a range of quality-filtered fund managers that may be relevant to our clients and the. Matthew Douglas Ltd registered in England and Wales. Registered office: Wheatsheaf House, 4 High Street, Hadleigh, Suffolk, IP7 5AP Directors: Matthew Pescott Frost, Rebecca Pescott Frost, Mark Norman, Russell Brett and Anthony West.
We are proud to promote our joint venture relationship with Ellisons Solicitors - one of the East of England's oldest established legal practices, employing over 20 partners and 80 fee-earners, and we are responsible for Financial Planning for their wide-range of clients.
The main objective of these retreats is to mix with other members of the industry, better understand the offers from a range of quality-filtered fund managers that may be relevant to our clients and the. Matthew Douglas Ltd registered in England and Wales. Registered office: Wheatsheaf House, 4 High Street, Hadleigh, Suffolk, IP7 5AP Directors: Matthew Pescott Frost, Rebecca Pescott Frost, Mark Norman, Russell Brett and Anthony West.
We are proud to promote our joint venture relationship with Ellisons Solicitors - one of the East of England's oldest established legal practices, employing over 20 partners and 80 fee-earners, and we are responsible for Financial Planning for their wide-range of clients.
Services
Matthew is the head of our company.
Having established Matthew Douglas in 2003, his main roles are advising clients, managing and raising the profile of the business, setting the strategic goals and ensuring they are met so that we can continue to offer a first class service to our clients long into our future and theirs.
Matthew has previously worked in London for Investec Bank and Timothy James & Partners.
He graduated from Southampton University with a BA (Hons) in History and Politics in 1991, holds the CII Diploma and, has an advanced pensions qualification.
Having established Matthew Douglas in 2003, his main roles are advising clients, managing and raising the profile of the business, setting the strategic goals and ensuring they are met so that we can continue to offer a first class service to our clients long into our future and theirs.
Matthew has previously worked in London for Investec Bank and Timothy James & Partners.
He graduated from Southampton University with a BA (Hons) in History and Politics in 1991, holds the CII Diploma and, has an advanced pensions qualification.
We are a proudly independent financial advice firm offering impartial advice to clients in East Anglia, the South-East and London areas, with office in Suffolk and Surrey.
We will provide free advice to you at either office, in your home or indeed at your place of work if you prefer regardless of your present circumstances.
All of our advisers are qualified to the highest standards and will take the time to fully appraise your situation, discuss the various options that may be available to you and will be happy to address any queries or misconceptions that you may have.
We will provide free advice to you at either office, in your home or indeed at your place of work if you prefer regardless of your present circumstances.
All of our advisers are qualified to the highest standards and will take the time to fully appraise your situation, discuss the various options that may be available to you and will be happy to address any queries or misconceptions that you may have.
We appreciate that Personal Finance Education for teenagers and young adults isn't always a high priority during their school/college years and we are more than happy to help where we can, from understanding about the basic principles of money to modern banking and general financial advice.
Please do contact your adviser if you believe this could be of help to any of your offspring as they 'spring' into adult life and we will work with you to make it happen.
As ever, we are more than happy to see how we can help our local communities near to our offices in Hadleigh and Redhill.
Please do contact your adviser if you believe this could be of help to any of your offspring as they 'spring' into adult life and we will work with you to make it happen.
As ever, we are more than happy to see how we can help our local communities near to our offices in Hadleigh and Redhill.
Whether you are looking to save regularly or invest a lump sum, we are on hand to advise you on how to best meet your objectives.
You will have your own reason to save or invest; be it school fees, a deposit for a house or just to get a better return than cash deposits.
Whatever the reason, our advisers tailor their research and advice to best suit your needs.
Alongside your objectives, we will also consider the level of risk you are willing to take.
There is no right or wrong risk profile, simply it is what you are comfortable and able to take.
You will have your own reason to save or invest; be it school fees, a deposit for a house or just to get a better return than cash deposits.
Whatever the reason, our advisers tailor their research and advice to best suit your needs.
Alongside your objectives, we will also consider the level of risk you are willing to take.
There is no right or wrong risk profile, simply it is what you are comfortable and able to take.
Your future is unknown and it's important to consider the risks and be prepared if things don't go to plan.
This means thinking about what's important to you, for example, your family, yours and, or your family's lifestyle and your home (rent or mortgage) and making sure they're protected.
We can help you to work out whether you need protection and what type and or level of protection you might need.
It's important to look at the whole picture, including ensuring that any life insurance proposed, or in force, is placed into a trust in order to protect your loved ones from inheritance tax so they can receive all the money you intended to leave them quickly.
This means thinking about what's important to you, for example, your family, yours and, or your family's lifestyle and your home (rent or mortgage) and making sure they're protected.
We can help you to work out whether you need protection and what type and or level of protection you might need.
It's important to look at the whole picture, including ensuring that any life insurance proposed, or in force, is placed into a trust in order to protect your loved ones from inheritance tax so they can receive all the money you intended to leave them quickly.
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