Jo Douglas Email & Phone Number

I have worked as a Wealth Manager at Brewin Dolphin in Edinburgh for over 10 years.I help clients create financial plans for their long-term goals and work in conjunction with my investment manager colleagues to create bespoke Wealth Management solutions.I have excellent technical knowledge and look at many different areas of advice, including retirement planning, protection planning, estate planning and tax-efficient investing. I believe a financial planning relationship should be a life-long journey and that every individual has different needs and requirements.I achieved the CII Advanced Diploma in Financial Planning in 2015 and am a chartered professional. I also head up the Professional Services for Family Lawyers team in Edinburgh and have completed the Collaborative Training to act as a financial neutral in Scottish Family Law Collaborative cases.

Listed skills include Wealth Management, Financial Planning, Financial Planning Diploma, Investments, and 15 others.