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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

  • Portfolio planning

  • Education funding

  • Individual Savings Accounts (ISAs) and Personal Equity Plans (PEPs)

  • Savings and investments for children

  • Secure and protected funds

  • Socially responsible (Ethical) investments

  • Unit trusts and investment trusts

TRUSTS & TAXATION

  • Advice on the use of trusts both for tax planning and for securing the financial future of dependants

  • Help with personal taxation planning, including Inheritance tax, Capital Gains tax and Income tax

PROTECTION

  • A full range of plans, including critical illness and life assurance, income replacement, long term care and private medical insurance

MORTGAGES

  • A whole of market approach for new purchase and re-mortgaging

PENSION

  • Plans appropriate to the individual and small business

 
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Winnell Douglas Limited, Bideford House, Church Lane, Ledbury, Herefordshire, HR8 1DW
Tel: 01531 633717 Fax: 01531 633014
E-mail: info@winnelldouglas.com Web:www.winnelldouglas.com
Directors: Mike Winnell and Alistair Douglas. Registered in England. Company Registration No. 4636867

Independent Financial Adviser

Authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate taxation and trust advice.

Winnell Douglas Limited

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