Alexander Douglas Limited, Chartered Financial Planners
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
108 Eaton Crescent, West Glamorgan, Swansea, SA1 4QR
Alexander Douglas Limited has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). Chartered status - granted by the Privy Council - is the industry's gold standard for financial planners and is currently met by fewer than 600 firms across England, Scotland, Wales and Northern Ireland. Chartered status is only awarded to firms who satisfy rigorous qualification criteria and are committed to developing and maintaining knowledge and capability so that they can deliver the highest quality advice.
Alexander Douglas Limited has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). Chartered status - granted by the Privy Council - is the industry's gold standard for financial planners and is currently met by fewer than 600 firms across England, Scotland, Wales and Northern Ireland. Chartered status is only awarded to firms who satisfy rigorous qualification criteria and are committed to developing and maintaining knowledge and capability so that they can deliver the highest quality advice.
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