• COMPANY INFORMATION
  • ABOUT US
  • THE ADVISERS
• CLIENT
  SERVICES
  • INTRODUCTION
  • PLATINUM
  • GOLD
  • SILVER
• INVESTMENT PROCESS
  • RISK PROFILLING
  • ASSET ALLOCATION
  • FUND SELECTION PROCESS
  • ONGOING MONITORING & REVIEW OF FUNDS
  • CLIENT REVIEWS
• PRODUCTS
   
  • MORTGAGES
    • INTRODUCTION
    • RE-MORTGAGES
    • BUY TO LET
  • INVESTMENTS
    • ISA's
    • UNIT TRUSTS
    • INVESTMENT BONDS
    • SCHOOL FEES PLANNING
  • PENSIONS
    • BASIC OVERVIEW
    • PERSONAL/ STAKEHOLDER
    • EXECUTIVE PLANS
    • SIPPS - SELF INVESTED PERSONAL PENSION PLANS
    • SSAS's - SMALL SELF ADMINISTERED SCHEMES
    • COMPANY PENSIONS
    • STATE PENSION BENEFITS
  • TAX PLANNING
    • INCOME TAX
    • INHERITANCE TAX
    • CAPITAL GAINS TAX
  • LIFE/HEALTH INSURANCE
    • LIFE ASSURANCE
    • CRITICAL ILLNESS
    • FAMILY INCOME BENEFIT
    • ACCIDENT, SICKNESS & UNEMPLOYMENT PAYMENT PROTECTION
  • CORPORATE FINANCE
    • INTRODUCTION
    • DIRECTORS PROTECTION SCHEME
    • CORPORATION TAX SAVINGS
    • COMMERCIAL LOANS
    • EMPLOYEE BENEFIT SCHEMES
  • CHILD TRUST FUND
• CONTACT
   
  • HEAD OFFICE
  • THE ADVISERS

introduction to client services

Robert Douglas Associates offers three main services, Platinum, Gold and Silver, ranging from specialist and bespoke financial solutions for private and corporate clients to personal financial planning and a straightforward transactional service.

Please take time to review all of our services and discuss the options with your adviser.

• Platinum
• Gold
• Silver

Robert Douglas Associates LLP is authorised and regulated by the Financial Services Authority.

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