David Steers of Douglas Steers & Company

Independent Financial Adviser  The Old Fire Station, Mistley, CO11 1AR
First meeting at adviser's own cost
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
We can advise you on
check
Annuity purchase
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
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
Estate planning
Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022
Meet our advisers
Mr David Steers
About us

Douglas Steers & Company was set up in 1994 so has now been advising for over 27 years, David Steers’ origins go back to February 1987 when he started as a Trainee Consultant for a local brokers.

We have been in our current offices for 12 years and have recently acquired more office space to have more dedicated Covid safe and secure meeting rooms.

Our specialty is pension related planning which also includes various types of collective investments, specialising in At Retirement Planning, whether that be flexi-drawdown or annuity purchase and how you can use assets you have accumulated to ensure and maintain a secure and comfortable retirement. We first advised on drawdown contracts way back in 1995, in those days drawdown was a very different arrangement and more restrictive, however the gentleman involved with that arrangement still has the contract in place and remains one of our most valued clients.

Over the years the business has changed, back in the early 1990’s we provided a full range of services but have slowly moved to more specialist advice around pensions and investment planning.

Our services

Our speciality is investment and pension related planning, in particular reviewing existing arrangements ultimately leading towards Drawdown.

We are independent which means we work for our clients' interests, allowing us to act throughout the whole of market. We take a personalised, bigger picture approach, ensuring we are able to accurately understand your lifestyle, your objectives, values, aspirations and any concerns you may have. We work closely with you to develop a bespoke service catered to your needs, incorporating all aspects of your lifestyle and ultimately achieving your financial goals.

Where to find us
Head office address: The Old Fire Station, High Street, Mistley, CO11 1AR
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£51,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Directly Authorised by the Financial Conduct Authority ( FCA )

Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.18 mi
We are Aventur & we would love to help you manage your money & get you on track to achieving your financial goals. We build, long-lasting & meaningful relationship with our clients, supporting you at every step of the way through your financial journey.
 
Independent Financial Adviser 2.98 mi
We're experts, we care, we're here so you can protect the life you love.
 
Independent Financial Adviser 3.15 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.
 
Independent Financial Adviser 3.33 mi
No matter what stage you are in your life, you will need an ongoing strategy to manage your pensions, savings and investments. We use lifetime cashflow planning so that our clients have absolute clarity and are able to make informed decisions.