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Winnell Douglas Limited
Independent Financial Planning
Who
are we?
The advisers are Mike
Winnell and Alistair
Douglas and Rebecca Byrne who have over fifty years of experience in Financial
Services between them. We set up our new offices
in Ledbury in 2001. Early in July 2004 Theresa Hooper joined the team as an administrator.
What
do we do?
W e analyse our clients’ current situation, identify their future objectives and then produce a plan designed to help them achieve their goals.
We aim to establish an ongoing, long-term relationship with our clients. We take great pride in saying that we have several examples of three generations of a family being our clients.
Our intention is to treat our clients as we would expect to be treated ourselves.
We do not promise better returns but we do provide excellent service.
Winnell Douglas Ltd provides a fee based holistic planning service aimed at meeting our clients' individual needs in the following areas:
INVESTMENTS
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Portfolio planning
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Education funding
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Individual
Savings Accounts (ISAs) and Personal Equity Plans (PEPs)
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Savings and investments for children
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Secure and
protected funds
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Socially
responsible (Ethical) investments
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Unit trusts
and investment trusts
TRUSTS
& TAXATION
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Advice on
the use of trusts both for tax planning and for securing the
financial future of dependants
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Help with
personal taxation planning, including Inheritance tax, Capital
Gains tax and Income tax
PROTECTION
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A full range
of plans, including critical illness and life assurance, income
replacement, long term care and private medical insurance
MORTGAGES
PENSION
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