Understanding Investment Risk
September 2019
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...
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Creating The Life You Want
July 2019
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.
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Wealth Preservation
May 2019
Our advice can help you preserve and protect the wealth you’ve amassed through hard work, inheritance or good fortune.
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Tax Matters
May 2019
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…
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ISA Guide
March 2019
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.
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Wealth Creation
March 2019
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.
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Lasting Powers Of Attorney
January 2019
It is difficult to comprehend that you would ever lose the ability to manage your own affairs, but mental and physical incapacity
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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...
Retirement Planning
January 2019
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...
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Later Life Care
November 2018
Have you thought about the cost of care in later life? One of the biggest challenges of the 21st century is Britain’s ageing population. There is continually much talk about later life care in the media, and it’s a subject that is going to be one of the biggest social challenges in the...
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Shareholder & Partnership Protection
November 2018
No one can predict what will happen in the future, but you can make sure you have the right protection in place to keep your business successful should the worst happen.
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When I retired in April 2006 I had several different pension funds. Government policy changes over the years to pensions in the private sector meant that these had been frozen. Prior to this, the only option was to buy an annuity. However, I realised that I needed some professional advice and on making enquiries was introduced to Matthew of Matthew Douglas. From the outset Matthew understood our situation and that we needed a plan offering a reasonable return but safeguarding the funds we had. Fourteen years on despite two major market downturns our confidence in Matthew Douglas remains. Without Matthew’s help and advice we are certain we would not be in such a strong financial position today and therefore have no hesitation in recommending the Matthew Douglas organisation.
Mr Leggett, Colchester Malcolm Leggett, ColchesterWe first met Anthony West following a personal recommendation from a friend who is also a client of Matthew Douglas. From our first meeting and throughout, Anthony listened to our requirements and provided clear guidance for us to make informed decisions on solutions for our financial needs. Anthony always responds promptly to any contact and we have enjoyed our regular face to face meetings, which have now moved online.
Anthony has quickly become a trusted adviser and this never has been more evident than during the pandemic when his proactive calls and recommendations really calmed our nerves. We have full confidence in Anthony’s financial advice and our investments have performed well during the time we have been clients of the firm. In light of this and Anthony’s approach to business,
We would not hesitate to recommend the services of Matthew Douglas to our friends and family.
Mr & Mrs H, Essex Mr & Mrs H, Essex
I have been a client of Matthew Douglas for over 5 years now. My pension and ISA portfolios have always been well managed and grown consistently, with recent 12 months growth even exceeding 17%.
I feel I am in safe hands when it comes to planning my and my family’s financial future and would recommend Matthew Douglas to others with similar needs. Thank you to Russell and the rest of the team.
Mr Temple, Surrey Mr Temple, Surrey
I have been a client of Matthew Douglas for around 3 years now. Russell has “held my hand” throughout those years and although I have only a small Investment, he goes to great lengths to give
solid advice.He puts things across in a way that is easy to understand to enable the choice of options.
Would I recommend him? Definitely.
Thank you so much Russell.
Miss Baird, Wiltshire Miss Baird, Wiltshire
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We are proud to promote our joint venture relationship with Ellisons Solicitors – one of the East of England’s oldest established legal practices, employing over 20 partners and 80 fee-earners, and we are responsible for Financial Planning for their wide-range of clients.
