Alice Douglass

A bit about me...

I work with clients to provide structure and direction to their finances, help them to to achieve not only their financial goals and objectives but also their life goals and objectives.

My clients come to me when they:

Have collected pensions and investments and want to plan for the future but do not know what they have, where they are invested, what they are worth or if the will achieve their goals and aspirations
Have a life event such as marriage, divorce, retiring, moving house, having children and they need to adjust their financial plans
Want to start planning for the future
Want to reduce their inheritance tax liability
Want to protect themselves and their families
Want to provide benefits for their employees

I work with my clients to build lasting relationships. I do not believe in transactional Financial Planning, once objectives have been established & the plan implemented, these need to be nurtured & reviewed to ensure that they remain suitable & on track for clients’ changing circumstances. As well as the ever changing legislative & regulatory landscape. I therefore like to have regular meetings with my clients and really get to know them.

Many people find finances boring. I find them exciting and empowering. I really love my job from spending time with my clients, to processing lots of information, to formulating bespoke plans no tow days are the same.

In my spare time, I love spending time with my husband and our dog in our campervan.

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A bit about me...