Douglas White Limited

Independent Financial Adviser  Mersey House, Liverpool, L19 2PH
First meeting at adviser's own cost
Simplifying the complexities of financial planning. We are independent financial planners advising clients across the UK from offices in Liverpool.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Chris Douglas BSC (Hons), DipPFS
Managing Director

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

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

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.

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.

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

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.

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

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

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.

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

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

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

What our clients say
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
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 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
About us

Douglas White was set-up in 2012 with a very straight-forward aim: to simplify the complexities of financial planning.

After years of helping clients to achieve their goals, we recognise that your financial needs may be complicated, but the solutions don’t have to be.

With our simple, step-by-step approach, we help people like you to spend their money wisely. We’ll help you to work out where you are, where you want to be and the best way to get there. And we’ll help you to form good habits which will give you options for the future.

Our services

The type of financial advice you need will depend on the stage you are at in your life, your financial circumstances, and your future plans.

In order to give you the best financial advice, Douglas White takes the time to talk to you about your current circumstances, and what you plan to do in the future. Our advice will differ depending on where you are currently and the lifestyle goals you have in mind. It is only once we thoroughly understand you that we will be in a position to build your financial plan.

Where to find us
Head office address: Mersey House, 140 Speke Road, Liverpool, L19 2PH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 20th September 2021

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