Mailings | Matthew Douglas

Pension Boost
July 2021
Are you claiming all of the generous tax relief you’re entitled to? Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a compelling choice when saving for retirement.
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Guide to Critical Illness Cover
July 2021
While it’s easier to explain the importance of life cover, one scenario people often overlook is what would happen if they were diagnosed with a critical illness
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Guide to Inheritance Tax Planning
July 2021
You no doubt want your loved ones to inherit as much of your wealth as possible when you die.
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Guide to Portfolio Diversification
July 2021
Trying to navigate the ups and downs of market returns, investors seem to naturally want to jump in at the lows and cash out at the highs. But no one can predict when those will occur.
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A New Tax Year, A New Start For Your Finances
May 2021
As we enter another new phase in the coronavirus (COVID-19) pandemic, each UK nation has set out a roadmap out of lockdown, a positive sign that we can hopefully start to get back on track both financially and emotionally.
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Guide to The Future of Retirement
May 2021
The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement.
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Guide to Six Principles of Investing
May 2021
Whatever stage of life you’ve reached and whatever plans you may have for the future, you want your money to earn the best return possible without taking undue risk.
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Guide to Passing Assets Efficiently To The Next Generation
May 2021
The coronavirus (COVID-19) pandemic has lead many people to reflect on their own mortality. No one wants to think about their hard-earned wealth going to waste after they die.
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Guide to Lifestyle Protection
March 2021
Welcome to our ‘Guide to Lifestyle Protection’. During the coronavirus (COVID-19) pandemic crisis and the unprecedented demands on our health system, our lives have been disrupted in ways that we’ve never experienced before.
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Guide to Pension Consolidation
March 2021
One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your pension the next.
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Trusted by over 600 loyal customers

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, Colchester
We 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
We all work hard in our lives and try to save up a pension for when that time comes for us to finally retire. It is a bit of a worry hoping that we have saved enough to carry on living that lifestyle that we have been accustomed to while we have been working. I was talking to one of my customers and it came up in conversation on how quickly that time was approaching and that I was a little concerned about my pension pot and weather I would be ok. The customer in question recommended Matthew Douglas as very good financial advisers and told me that she and her husband were very pleased with them and how helpful they were. After doing my research on their website a meeting was arranged with Georgia Hall who came to meet me. She was very helpful and we went through the usual questions about my finances and pension and what I was expected from it when I finally did decide to retire. I have been saving in a personal pension since I was 21 which was ticking over but not really doing much over the last few years.
Georgia went away with the figures and came back to me with a plan. Like I have said she was very helpful and nothing was to much trouble. I gave them the go-ahead to take over managing my pension pot and finances for me. They have been very good in keeping me informed with what they are doing. I have very little knowledge about the big financial and investment world and it is good to know that Georgia and Matthew Douglas Financial Advisers our looking after me and planning for my retirement.
Once again I can’t thank Georgia Hall enough.
Mr Woods-Jones, Norfolk Mr Woods-Jones, Norfolk
Just a short note to thank you very much for your advice and guidance concerning my pension planning and execution. I am sure without your advice and support I would not have been able to retire at the age of 57, when my original plan was 60. Your clear documentation and explanations have made it very easy for me to understand where I stood financially, and helped me to decide which funds to invest in. Your advice on bringing my various plans all together proved to be a masterstroke. Furthermore, your advice on not transferring a final salary scheme into my portfolio was an even better decision.
So I am now retired, and I promise to send you postcards from every continent I travel to!
Many thanks once again
Mr Clark, Nottingham Mr Clark, Nottingham
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

Matthew Douglas

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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