rda - company information - The advisers

Tailored Financial Planning


			The Advisers James McPhail James co-founded Robert Douglas Associates early in 2002 with the goal of providing sound independent financial advice to both his existing and future clients. James has been involved in financial services since 1989 and possesses in-depth, intricate knowledge of the financial services industry. James is married with two children and lives in Claygate, Esher. John Wheatley BSc John Wheatley, the co-founder of Robert Douglas Associates, has also spent his career devoted to financial services. John's hard working approach has produced a loyal client base, providing many recommendations from existing clients whom are happy for John to visit friends and family. John is also registered with The Spectrum IFA Group who specialise in financial advice to expatriates. John is married with two sons and lives in Walton on Thames, Surrey. Jonathan Trice Jonathan has been working in financial services for several years and has a great deal of experience in all aspects of financial planning. Jonathan is a Senior Associate at Robert Douglas Associates. Jonathan has taken his own advice in property investments, and has a wealth of knowledge and experience of various types of mortgages available and the surrounding financial planning involved, sometimes writing investments and pensions. Jonathan joined Robert Douglas Associates in October 2002. Jonathan is married, has four children and lives in Cornwall. Rachel McInerney Rachel started her financial services career as a Personal Banker for Barclays in 1996, joining Robert Douglas Associates in 2005. Rachel specialises in mortgage advice with the CF6 qualification. Rachel is married with two children and lives in Walton on Thames. Linn Kristensen Linn has been a financial planner since 1992 and specialises in advising professional sports people. Tony Smyth Having worked in the financial industry for over thirty years, Tony brings with him a wealth of knowledge and experience over a range of financial sectors including pensions, investments and holistic financial planning. He has recently been awarded the gold standard of the financial services profession, the much coveted status of Chartered Financial Planner, and has also achieved the Fellowship Qualification of both the Chartered Insurance Institute and the Personal Finance Society. Tony lives in Epsom with his wife and has one son. Neal Morris Neal has been an Independent Financial Adviser for over 15 years and holds the advanced Financial Planning Qualifications in Taxation, Trusts and Pension planning. His qualifications and experience has resulted in him advising and assisting a number of local solicitors and accountants, particularly in the specialist area of pension transfers. Part of Neal's career was spent working in the Channel Islands providing tax and investment advice to both UK and other international clients. Andrew Diamond Andrew has been an Independent Financial Adviser for over 20 years and provides holistic financial planning. He has the Advanced Financial Planning qualification G10 in Taxation and Trusts, specialist Investment SV1 as well as a Certificate in Mortgage Advice and Practice. He has lived in Surrey most of his life and is an enthusiastic member of various local amateur theatre companies.
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