Will Douglas Email & Phone Number

🔆 𝐖𝐢𝐥𝐥 𝐈 𝐡𝐚𝐯𝐞 𝐞𝐧𝐨𝐮𝐠𝐡 𝐭𝐨 𝐫𝐞𝐭𝐢𝐫𝐞?After almost 25 years of advising clients about retirement planning, I can distill their concerns into 3 main questions.❖ Will I have enough? And anxious that they may out live their money.❖ Will my family be ok (financially secure)?❖ What legacy will I leave for my loved ones?I specialise in helping senior executives and business owners build a documented & robust 'retirement roadmap' to ensure a secure and fulfilled financial future.🔆 𝐖𝐡𝐨 𝐚𝐦 𝐈?I am a Chartered Financial Planner and a retirement planning specialist.Since 1998, I have worked in a wide variety of financial advisory businesses (Private Bank, Stockbroking, National & boutique IFA practices), before founding Fidra Wealth Management in 2009. 🔆 𝐖𝐡𝐨 𝐝𝐨 𝐈 𝐡𝐞𝐥𝐩?Senior Executives and Business Owners who want to become work optional and remove the financial uncertainty that can arrive when they finally give up the day job. We provide advice pre & post retirement, providing a wide range of wealth advice. By utilising cash flow modelling software, we will answer your ‘will I have enough’ question and ensure you stay on-track.🔆 𝐇𝐨𝐰 𝐜𝐚𝐧 𝐰𝐞 𝐰𝐨𝐫𝐤 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫?𝐒𝐞𝐧𝐢𝐨𝐫 𝐄𝐱𝐞𝐜𝐬 – I am well versed in more complex occupational pension arrangements & share schemes that you may have and can provide full financial planning services to ensure you remain tax efficient and ‘on-track’.𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬 – You may well be working to an exit or potential sale and I can provide guidance, having helped many existing client’s on this journey. 𝐀𝐥𝐫𝐞𝐚𝐝𝐲 𝐑𝐞𝐭𝐢𝐫𝐞𝐝 – You may already be retired, many of my clients have large pension drawdown funds and investments and are often looking for optimal retirement income strategies (as well as considering legacy issues).🔆 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 𝐨𝐟 𝐖𝐨𝐫𝐤𝐢𝐧𝐠 𝐰𝐢𝐭𝐡 𝐮𝐬❖ Personalised Retirement Roadmap.❖ Comprehensive Pension Review – including performance, costs & income strategy.❖ Seize tax planning opportunities. ❖ Defined but flexible retirement goals.❖ Aligned and low cost investment strategy.❖ Enjoy peace of mind confident you will not outlive your savings.❖ Have a trusted Adviser.👉 Scroll to my recommendations section for existing client testimonials.🔆 𝐆𝐞𝐭 𝐢𝐧 𝐓𝐨𝐮𝐜𝐡Ready to secure your financial future? Schedule a free 15-minute call - no obligation.Reach me at 07545 987472 or will@fidrawealth.com🔆 𝐎𝐮𝐭𝐬𝐢𝐝𝐞 𝐨𝐟 𝐖𝐨𝐫𝐤Out-with a busy family life, you'll find me cycling around East Lothian.

Listed skills include Chartered Financial Planner, Wealth Management, Investment Planning, Lifestyle Financial Planning, and 44 others.