Our Financial Advice Services

At Matthew Douglas, we offer a wide range of holistic financial advice services, to suit every stage of your financial life. We believe that we can advise on all of the elements below to allow us to build a plan which will enable you to reach your financial goals.

Springboard Service

We strive to help our local communities as best we can, providing work experience, presentations, financial education and career support to students.

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Savings & Investments

Whether you’re looking to save regularly or invest a lump sum, our team of financial advisers are on hand to help you reach your financial goals.

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Retirement Planning

Whatever your stage of life, we can provide you with expert, independent pension advice. We can consolidate pension plans, produce tailored recommendations and provide expert knowledge and qualified pension advice.

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Mortgage Broking

If you’re looking to move house or remortgage, our mortgage advisors can help you achieve your objectives.. We discuss the best rates to suit your circumstances.

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Inheritance Planning

If you’re planning for the future and considering how to safely and tax efficiently pass on money to your loved ones, our advisers can work with you to build a tailored plan to best suit your financial circumstances.

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Financial Protection

Require financial protection, but not sure what level you require? We’ll work with you to identify exactly what you need to best protect you and your family, if things don’t go to plan.

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Capital Gains Tax

If you need support and guidance on matters relating to Capital Gains Tax, we can ensure that you remain compliant and tax efficient all times.

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Charity & community support

We pride ourselves on doing everything we can to help contribute to our local community, helping to support charities in their fundraising efforts.

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