Critical Illness Cover
September 2019Request GuideDownload
What would life be like if you were diagnosed with a serious illness? Things could change very suddenly. You’d get your family together and tell them what was going on.
Estate and Trust Planning
This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability...Request GuideDownload
Understanding Investment Risk
There are many decisions to consider when making any investment. One of these is how much risk you are prepared to take. This will be determined by a number of different factors. In this guide, we take a look at the...Request GuideDownload
Creating The Life You Want
In our guide, we consider the questions you may need to ask to shape your future. As we all know and experience, there are usually bumps in the road on every journey.Request GuideDownload
Our advice can help you preserve and protect the wealth you’ve amassed through hard work, inheritance or good fortune.Request GuideDownload
In this guide we set out the main tax changes that apply to the 2019/20 tax year, which commenced on 6 April 2019. Reviewing your tax affairs to ensure that available reliefs and exemptions have been utilised…Request GuideDownload
Individual Savings Accounts (ISAs) are an incredibly effective means of shielding your money from both Capital Gains Tax and Income Tax. Using your tax-free allowances every year should be a standard part of your financial planning.Request GuideDownload
Anything is possible when you manage your money the right way. There are always going to be bumps in the road on every journey, but the key is to be able to put a plan in place that is flexible enough to adjust to the unexpected.Request GuideDownload
Lasting Powers Of Attorney
It is difficult to comprehend that you would ever lose the ability to manage your own affairs, but mental and physical incapacityRequest GuideDownload
can happen to anyone at any time. In England and Wales, a Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people to...
Living for another 30 years after work isn’t just a possibility, it’s a probability. Whether retirement is many years away or just around the corner, unless you start planning for retirement now, there is a great danger that you could outlive your savings. The earlier you start planning, the...Request GuideDownload
Trusted by over 600 loyal customers
We have been clients of Matthew Douglas for 10 years and the help and advice that we have received has been excellent . Our investments, pensions and ISA’s have grown at a competitive rate. Matthew and his staff are always professional in dealing quickly with any queries which have arisen. We have every confidence with Matthew Douglas and are happy to remain as clientsMr & Mrs D Osborne, Harwich - Mr & Mrs Osborne
We first contacted Matthew Douglas just after the financial crash. We were having a lot of problems with our previous investments, which were with a well known high street bank. As we are both retired we felt we needed advice on investing safely and increasing our capital while still receiving an income.
We are very happy with the advice and service that has been provided by Mark at Matthew Douglas and would recommend him to anyone wanting good financial advice.
We find all the staff at Matthew Douglas friendly and helpful, especially Mark who is always willing to give advice either by phone, email or if more time is required by an appointment.Mr & Mrs R Burkett, Harwich - Mr & Mrs Burkett
I was originally introduced to Matthew by a friend, following our first meeting Matthew Douglas Limited successfully helped organise my personal finances following a number of unexpected and life changing events and I now feel secure and confident looking forward. I now have a long term plan to maintain and hopefully increase my future prosperity and I have achieved my goal of financial independence for both myself and my children.Mr D Patel, Tendring - Mr D Patel
‘During the past seven very difficult financial years, the value of our funds have increased well beyond what we had expected, due to Matthew’s expertise and specialist advice. He is sympathetic to the needs of our autistic daughter and has made good financial provision for her future. We are confident that our finances are in good hands and he is helping us to make the right decisions. We have complete faith in his ability, his personal approach, and willingness to do the very best he can for our family.’Mr A Jackson, Colchester Mr A Jackson
Authorised and regulated by the Financial Conduct Authority.
Matthew Douglas Ltd registered in England and Wales.
Registration number: 04777743
Registered office: Wheatsheaf House, 4 High Street, Hadleigh, Suffolk, IP7 5AP Directors: Matthew Pescott Frost, Rebecca Pescott Frost, Mark Norman, Russell Brett and Anthony West.
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