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Saving & Investments

Whether you’re looking to save on a regular basis or invest a lump sum, our independent financial advice team can advise you on how to make the right decisions to meet your goals.

Everyone has their own reasons for saving or investing. For some, it may be school fees, a deposit for a house, long-term financial security or simply just to get a better return than cash deposits in the bank.

Whatever your motivation, our financial advisers will tailor their research and advice to best suit your needs.

Savings & Investments
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"We joined Matthew Douglas through Ellisons Solicitors and have been a client since 2014. Matthew and his team have protected our investments over the years through the choppy waters of the financial markets. Paul Hardy has recently guided us through the Inheritance Tax obstacles with sound advice. The whole team are always easy to contact and talk to.  Their in-house receptionist, Maxine, is always bright and cheerful when guiding you to the right person."

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Submitted by Paul Rees

Here's how our process works

Discussing your objectives

We first sit down and discuss your objectives, i.e. what you want to achieve from your savings and investments and the level of risk you’re willing to take. There’s no right or wrong answer – it simply depends on what you are comfortable with.

Choosing your model portfolio

For clients that are happy to accept a level of investment risk to attract higher potential returns, we then design and maintain a range of model portfolios for you to use.

We regularly run our own in-house research and analysis of the investments available in the market, and then combine these to generate the best possible independent model portfolio. Each model will differ slightly, and will cater for different levels of risk.

The benefits of an Independent Financial Adviser

Alongside our models, we can also research and recommend other investments that could be ideal for our clients to use. These range from capital secured products, to alternative investments which access various tax allowances.

Whatever your goal, risk profile or tax position, we are here to help and advise you on the best course of action.

It’s important to understand that there is an element of risk

We will also explain to you that there is a risk that your value of investments may go down as well as up – you could get back less than what you originally invested. It’s always important to seek independent financial advice before taking out any savings or investment product, so the relevant risks can be clearly highlighted and any questions can be answered.

Our expert team of financial advisers are on hand to help you make the right decisions for you and your funds. Contact us today to begin your investment journey!

Contact us about saving & investments

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    Financial protection

    What is financial protection?

    Your future is somewhat uncertain, so it’s important to consider the risks that could occur, and be prepared if things don’t always quite go as planned.

    This means thinking about what is most important to you – for example, your family, yours and your family’s lifestyle, and your home (rent or mortgage), to make sure that they’re all protected if something does go wrong.

    Financial Protection

    How we can help you to protect your finances

    At Matthew Douglas, we can help you to work out whether you need protection on certain aspects of your life, and what level you’ll need. It’s important to look at the whole picture, including ensuring that any life insurance is always placed in trust. This will then protect your loved ones from having to pay a hefty inheritance tax bill, enabling them to receive all money that you intended for them.

    We have the systems in place to ensure that we have access to all major life and protection insurers to provide you with the best possible protection to suit you and your family.

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    We will find the right cover to suit you

    We’ll always endeavour to find the most appropriate cover for your needs, with the most reputable providers, at the most competitive premiums.

    From private individuals to large corporations, we will ensure that your protection arrangements are completely sufficient for your needs, and that you’re not paying too much in the process.

    We’ll also iron out anything that we don’t think you require, so you’re not overpaying for something you won’t require – it’s all part of our expert service. To arrange a chat with one of our fully qualified advisers about our range of protection products and services, get in touch!

    Contact us about financial protection