Matthew Douglas

Financial Services in Colchester, Essex
Financial Services in Colchester, Essex Matthew Douglas ltd was set up in 2003 following the retirement of the founding partners of Barrow Hazell & Company. We're a provincial Independent Financial Adviser company located in Nayland, regulated and directly authorised by the Financial Services Authority. As we're completely independent of all product providers, any product or service that we recommend to you is rigorously tested to make sure that it meets your financial objectives. Moreover, we'll guarantee that the firm concerned is, in our opinion, finest placed amongst all those in the marketplace to suit your objectives.

Contact Details

Address
Colchester, Essex
CO6 4JF
Phone
Driving Directions

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About Us
read moreAs one of Matthew Douglas' Directors, for the last few years Russell has been running most Saturday mornings in Reigate Priory park in order to be able to support a very worthy local cause (and obviously to try to keep fit!). As part of Matthew Douglas' commitment to helping with local causes, Russell can be seen here giving to Kat, Client Services Coordinator of LeatherHead Start, a cheque for 1,300 (i.e. 26 Parkruns, 50 per run), given every 6 months. I was introduced to a lady called Gill. Someone who has been seeing me on a weekly basis for some time now, the first person to give a dam.
Team
read moreMatthew is the head of our company. Having established Matthew Douglas in 2003, his main roles are advising clients, managing and raising the profile of the business, setting the strategic goals and ensuring they are met so that we can continue to offer a first class service to our clients long into our future and theirs. Matthew has previously worked in London for Investec Bank and Timothy James & Partners. He graduated from Southampton University with a BA (Hons) in History and Politics in 1991, holds the CII Diploma and, has an advanced pensions qualification.
Why choose us
read moreWe are a proudly independent financial advice firm offering impartial advice to clients in East Anglia, the South-East and London areas, with office in Suffolk and Surrey. We will provide free advice to you at either office, in your home or indeed at your place of work if you prefer regardless of your present circumstances. All of our advisers are qualified to the highest standards and will take the time to fully appraise your situation, discuss the various options that may be available to you and will be happy to address any queries or misconceptions that you may have.
Latest News
read moreWe at Matthew Douglas are happy to announce that after many years of exams, Georgia, one of our advisers, has just become a Chartered Associate of London Institute of Banking and Finance! We are extremely proud of Georgia, especially having to finish her work during these times. We asked Georgia what this meant to her and this is what she had. Gathering information and developing your strategy Evaluating your financial and lifestyle goals in greater depth is essential if you want to get a picture of your future responsibilities and aspirations.
Your WRAP Platform
read moreA WRAP platform is a web-based system that offers up the possibility for us, as your advisers, to manage a range of your assets which are ‘wrapped' into one place. A platform is like a computerised filing system that allows us to bring together a wide range of investments, analysing a portfolio's performance and calculating valuations far more rapidly than would be possible if the information was kept on separate files. Matthew Douglas Ltd registered in England and Wales. 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.
Our Process
read moreWe start with an initial meeting where we fully explain how our service works, identify your objectives and answer any initial questions you may have. We go through a Confidential Review (known as a fact find) with each client so that we can fully understand your current financial position and pin point the needs you have. We also analyse your attitude to risk. This stage is completed by us in our office and involves us liaising with any product providers you currently use. We consider what risk you are willing to take, how your current provisions are positioned to contribute to your objectives, and what actions are needed to meet your objectives.
FAQs
read moreEvery adviser at Matthew Douglas is qualified to Level 4 Diploma standard, as set out by the FCA as well as several of them holding Chartered status. Each adviser continuously works to achieve additional qualifications to help their clients. To find out which qualifications an adviser holds, please see 'Who We Are'. In our office we have a wealth of experience with over 100 years in the financial services industry. Each adviser has worked for a number of different organisations within the industry gathering experience at all levels along the way.
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