Douglas White Limited

Independent Financial Adviser Mersey House, 140 Speke Road, Liverpool, L19 2PH
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Long term care
Meet our advisers
Chris Douglas BSC (Hons), DipPFS
Managing Director
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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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