1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Swansea
  8. breadcrumb-arrow
  9. Uplands
  10. breadcrumb-arrow
  11. Alexander Douglas Limited, Chartered Financial Planners

Alexander Douglas Limited, Chartered Financial Planners

Independent Financial Adviser  108 Eaton Crescent, West Glamorgan, SA1 4QR
check
FCA authorised
Last authorised 15th August 2022
Alexander Douglas Limited has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR Doug;as Jones FCMI
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

108 Eaton Crescent, West Glamorgan, SA1 4QR

Similar advisers near you

Kevin Robins - True Potential Wealth Management
Restricted - whole of market 0.9 mi
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
 
See profile
The Private Office
Independent Financial Adviser 0.92 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Portfolio Financial Consultancy Ltd
Independent Financial Adviser 1.65 mi
Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
 
See profile
JWA Financial Planning Ltd
Independent Financial Adviser 1.82 mi
We are passionate about helping our clients plan ahead to ensure a bright future for themselves, their families and their business. From retirement planning and wealth management to estate planning and investments, we've got the experience and the skills
 
See profile