Take It To The Max
September 2020
As the world continues to work out how to live with the coronavirus (COVID-19) pandemic, many will agree that the new normal needs new thinking. The pandemic has unleashed changes that seemed unthinkable only six months ago.
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Preserving Your Wealth
July 2020
A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways.
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Coronavirus Impact on the Global Economy
May 2020
Request NewsletterIt has been a very challenging time for many of our clients, their families, their employees and the wider business community.
2020 Financial Resolutions
January 2020
Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve...
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Cultivate the Art of Patience
November 2019
Request NewsletterInside this issue, we look at a number of the topical financial planning stories making the news agenda.
Retirement Resilience
September 2019
At the time of writing, the UK Government said it is ‘ready and willing’ to do a deal to leave the EU if new terms are negotiated with Brussels. But the new Prime Minister, Boris Johnson, has vowed the UK will leave the EU ‘come what may’ by 31 October
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Choppy Waters, Not Full-On Gale
July 2019
Request NewsletterVolatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect.
Inheritance Tax
June 2019
At the time of writing this issue, the uncertainty around the terms of Brexit have been extended to a new deadline set for 31 October. All we can do is expect the best, prepare for the worst and...
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Life After Work
March 2019
Robert Kiyosaki, the American businessman and author of the best-selling book Rich Dad, Poor Dad, once remarked, ‘Making money is common sense. It’s not rocket science.
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Making New Year’s Tax Saving Resolutions
January 2019
Request NewsletterIn this New Year edition, the start of 2019 is the optimum time when you may be thinking about resolutions and plans for the year ahead…
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, 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.
