Matthew Douglas

Matthew Douglas is an Independent Financial Advice firm established in 2003. The firm focuses on providing financial planning and advice, aiming to build long-term relationships with clients through impartial advice tailored to their needs.
  • Mortgage Broking
  • Capital Gains Tax
  • Retirement Planning
  • Saving & Investments
  • Inheritance Planning
  • Financial Protection
  • Divorce Financial Advice

Size
Small
Phone
01473 927072
Email
Available in Endole App
Locations
Wheatsheaf House, 4, High Street, IP7 5AP
01473927072
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Thompson Financial Consulting
Thompson Financial Consulting is an independent financial advisory firm that helps clients create and protect their wealth through tailored financial planning.
Company Details
Matthew Douglas is operated by Matthew Douglas Limited and is a Active company incorporated on 27 May 2003 with the registered office located in Ipswich, Suffolk. Matthew Douglas Limited was registered 22 years ago.

Status
Active
Size
Micro
Directors
5
Age
22 years old
Employees
18
Turnover
Unreported
Total Assets
Unreported
Cash in Bank
£122.4K
Total Liabilities
Unreported

Director • Secretary • PSC • British • Lives in UK • Born in Sep 1971
Director • PSC • Ifa • British • Lives in England • Born in Oct 1968
Director • Ifa • British • Lives in UK • Born in Feb 1972
Director • British • Lives in England • Born in Jul 1970
Teams
All
15
Finance
7
Customer Service
5
Management
4
Other
2
Owner • Joined Nov 2003
Director • Joined Jun 2003
Office Manager • Joined Jan 2018
Company Director • Joined Apr 2014
Client Services Executive • Joined May 2024
Client Services Executive • Joined Aug 2022
Financial Adviser, Head Of Investment Research • Joined Nov 2022
Marketing & Data Manager / Trainee Financial Adviser • Joined Mar 2024
Financial Administrator
Chartered Associate Independent Financial Adviser • Joined Nov 2014
Financial Administrator
Chartered Associate Independent Financial Adviser • Joined Nov 2014
Independent Financial Advisor • Joined Aug 2016
Financial Adviser • Joined Jun 2022
Independent Financial Adviser • Joined Jun 2023
Financial Advisors
Independent Financial Advisor • Joined Jun 2019
Owner • Joined Nov 2003
Director • Joined Jun 2003
Office Manager • Joined Jan 2018
Company Director • Joined Apr 2014
Client Services Executive • Joined May 2024
Client Services Executive • Joined Aug 2022
Front Office • Joined Mar 2017
Financial Adviser • Joined Jun 2022
Financial Advisors
Financial Adviser, Head Of Investment Research • Joined Nov 2022
Marketing & Data Manager / Trainee Financial Adviser • Joined Mar 2024
View 15 members