Alexander Douglas Limited, Chartered Financial Planners
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
-
Financial planning
- Wealth management
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Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
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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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