Douglas White Limited

Independent Financial Adviser Mersey House, 140 Speke Road, Liverpool, L19 2PH

First meeting at adviser's own cost

Response rating

10/10

17th December 2018

Independent financial advice in a simple and straightforward manner. The right advice, for the right people at the right time.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Chris Douglas BSC (Hons), DipPFS

Managing Director

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

What our clients say

Chris Douglas is an excellent IFA. He is highly professional, efficient and thorough, and extremely smart with a wealth of knowledge gained from his impressive background working in financial services prior to becoming an IFA. He is very personable and offers a highly personalised service with competitive charges that represent good value for money. All literature provided is professionally presented, concise and easily understood. He is always a pleasure to chat with and provides well explained advice in all financial areas. Top quality.

Roger,, Surrey

Chris listens to our requirements and then works with us to get the appropriate products. Chris doesn't sit back and wait for things to happen, he is proactive and ensures the companies we deal with deliver against his and their promises. He is practical and pragmatic and takes time to understand our position before helping us.

Jonathan,, Cheshire

Chris gave a thorough run down on all the options available to us. He was extremely patient with our limited understanding of personal finance and ensured that the product we selected was right for us. He is great at explaining in layman's terms and is extremely personable.

Rob,, Tyne & Wear

Where to find us

Mersey House, 140 Speke Road, Liverpool, L19 2PH

About us

Through the use of technology, we aim to deliver big business solutions with the personal touch, service and support of a family run business. This will enable us to build long term relationships with clients and provide both initial and ongoing advice which will assist them in meeting their financial objectives, whatever these may be and however they may develop.

We truly believe that we need to closely work with you, in order to effectively work for you.

Our services

We take the time to understand you, your current situation and what you need or are looking to achieve by working with an Independent Financial Adviser.
We then simplify the complexities of financial planning while retaining the the integrity of your personal financial plan.
We specialise in pension and investment planning, whether this is for capital growth or the provision of income, and involve trusts and tax planning where required.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Contact options

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