Mailings | Matthew Douglas

Fed Up With Your Nine-To-Five?
May 2022
Are you fed up with your nine-to-five? There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others may want to take advantage of government benefits or simply enjoy a more relaxed lifestyle.
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Guide to Navigating the Cost of Living Crisis
May 2022
How you can keep the cost of bills down while inflation is high. Rising inflation and increases in taxes are set to leave millions worse off in 2022.
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Guide to Estate Preservation
May 2022
This is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed
upon your death or incapacitation.
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Guide to Building Financial Wealth
May 2022
If you’re new to investing, knowing where to start can be a daunting task. The reality is that people should start saving and investing as early as possible.
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Invest Your Way Out Of Inflation
March 2022
The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021.
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Guide to Pound Cost Averaging
March 2022
So you have a lump sum to invest. What now? Do you invest it all at once or bit by bit? Will soaring inflation, rising interest rates and further supply chain disruption fuel market volatility this year and impact on your lump sum?
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Guide to Lasting Power Of Attorney
March 2022
Giving someone you trust the authority to help you make decisions. As someone becomes more unwell, they’re likely to find it more difficult to manage money and financial affairs, and may become too unwell to make decisions about health and care.
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Guide to Financial Protection
March 2022
Change is inevitable. It’s just a part of life. Some changes you can predict, while others you simply cannot. But that doesn’t mean you can’t have a plan in place to help mitigate the impacts and protect your wealth should something change in your life, like your career, your health or...
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New Year’s Tax Saving Resolutions
January 2022
With the tax year end (5 April) on the horizon, taking action now may give you the opportunity to take advantage of any remaining reliefs, allowances and exemptions.
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Guide to 2021/22 Tax Year-End Planning
January 2022
After another unprecedented year of the continued COVID-19 pandemic and an uncertain economy, it’s important to keep up with any tax changes that could affect your tax position in the future.
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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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