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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 sixty years of experience in Financial
Services between them. We set up our new offices
in Ledbury in 2001. Theresa Hooper joined the team in 2004 and Karen Douglas in 2008, both in administrative roles.
What
do we do?
Our intention is to treat our clients as we would expect to be treated ourselves.
We 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 having several examples of three generations of a family being our clients.
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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Secure and
protected funds
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Socially
responsible (Ethical) investments
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Savings and investments for children
-
Education funding
-
Unit trusts
and investment trusts
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Individual
Savings Accounts (ISAs)
TRUSTS
& TAXATION
-
Advice on
the use of trusts both for tax planning and to help secure the
financial future of dependants
-
Help with
personal taxation planning, including Inheritance tax, Capital
Gains tax and Income tax
PENSIONS
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
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