Douglas White

At Douglas White Financial Planning, we are dedicated to simplifying the complexities of financial planning. Our team, led by Chris Douglas, has been helping individuals across the UK achieve their financial goals since 2012. We believe that everyone deserves a clear understanding of their financial situation, and we take pride in providing unbiased and tailored guidance to our clients.

Our Services

We offer a comprehensive range of services, including:

Planning for Retirement

• Identifying your retirement goals and creating a personalized plan to achieve them
• Assessing your current financial situation and identifying areas for improvement
• Providing guidance on how to manage your pension and retirement income

Transitioning into Retirement

• Helping you navigate the transition from full-time employment to retirement
• Creating a personalized plan to ensure a smooth transition
• Providing guidance on how to make the most of your retirement

Retirement

• Helping you make the most of your retirement
• Providing guidance on how to manage your retirement income and assets
• Offering advice on how to maintain a comfortable lifestyle in retirement

Professionals

• Providing guidance on how to plan for retirement as a busy professional
• Helping you prioritize your financial goals and create a personalized plan
• Offering advice on how to make the most of your career and retirement years

What Our Clients Say

Our clients are at the heart of everything we do, and we take pride in delivering exceptional service and results. Here's what some of our clients have to say about working with us:

• "Chris 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." - Mark Gledhill, Merseyside
• "Chris has been our IFA for two years now and we are very happy with the service he provides. He 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." - Lou, Manchester
• "Chris explained to me in a very unbiased and reassuring way what I could do with my investment. He has a way of going through everything in a very honest and clear way. 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." - John Eagleton, Merseyside

Industry Insights

We regularly publish articles and guides to help you stay ahead of the game and make informed decisions about your finances. Check out our latest insights:

• "7 Valuable Behaviours for Successful Investing"
• "5 Current Scams to be Aware of in 2024, and How You Can Keep Your Money Safe"
• "6 Key Pros and Cons of Annuities, and How Financial Advice Can Help"

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Get in Touch

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.