Alexander Douglas Limited is an independent firm of Chartered Financial Planners committed to adding tangible benefits to clients’ financial plans. We specialize in investment management, pensions & retirement planning and inheritance tax planning. When dealing with Alexander Douglas Limited you can be confident that we have the expertise and experience to provide sound independent financial advice. Our individual qualifications include: Fellowship of the Personal Finance Society (PFS); Fellowship of the Chartered Management Institute (FCMI); Chartered Wealth Manager of the Chartered Institute for Securities and Investment (CISI); Chartered Financial Planner of the Chartered Insurance Institute (CII); and Investment Management Certificate of the Chartered Financial Analyst of the UK (CFA).

The firm, Alexander Douglas Limited, has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard and only the UK’s premier financial planning firms qualify for Chartered status. Chartered status is only awarded to firms who satisfy rigorous qualification criteria and are committed to developing and maintaining knowledge and capability so that they can deliver the highest quality advice.