Peter Douglas

Peter Douglas Email and Phone Number

Helping clients to build their wealth & plan for the future @ Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)
london, london, united kingdom
Peter Douglas's Location
Northumberland, England, United Kingdom, United Kingdom
Peter Douglas's Contact Details

Peter Douglas personal email

n/a
About Peter Douglas

Peter is both a Level 7 qualified Chartered Wealth Manager and holder of the CISI Level 4 Diploma in Investment Advice making him well placed to help his clients structure, protect and grow their wealth.Canaccord Genuity UK is a wealth management business offering financial planning and investment services to help individuals and their families to meet specific objectives. We also support business owners as their enterprises grow and help trustees to meet their obligations by protecting and growing their assets. Our clients can enjoy the resources and reputation of a much larger business, without compromising the agility, flexibility and responsiveness that only an investment house which offers highly qualified and dedicated advisors can offer. Our bespoke approach is central to the way we do business and is very much part of our DNA. We do not pre-package an investment product and sell it. Instead, we assess individual circumstances, aspirations, goals and appetite for risk. Then we put together an investment strategy designed to meet the unique investment objectives of each of our clients, generating steady and consistent above inflation growth.If you're not entirely confident that your investments are working as hard for you as they ought or if you believe that you would benefit from a more boutique, personal service, we’d be delighted to hear from you.

Peter Douglas's Current Company Details
Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)

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Helping clients to build their wealth & plan for the future
london, london, united kingdom
Employees:
414
Peter Douglas Work Experience Details
  • Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
    Chartered Wealth Manager
    Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) Aug 2024 - Present
    United Kingdom
  • Rbc Brewin Dolphin
    Wealth Manager
    Rbc Brewin Dolphin Aug 2013 - Aug 2024
    Newcastle Upon Tyne, United Kingdom
  • British Army
    Captain, The Royal Scots Dragoon Guards (Carabiniers And Greys)
    British Army Jan 2004 - Dec 2011
    Completed 8 years service giving a considerable breadth of experience in National Security issues, leadership and management in a wide variety of circumstances and politically and culturally complex environments.

Peter Douglas Skills

Wealth Management Investment Strategies Equities Asset Allocation Investments Financial Analysis Portfolio Management Diversification Wealth Preservation Planning Stock Picking

Peter Douglas Education Details

Frequently Asked Questions about Peter Douglas

What company does Peter Douglas work for?

Peter Douglas works for Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)

What is Peter Douglas's role at the current company?

Peter Douglas's current role is Helping clients to build their wealth & plan for the future.

What is Peter Douglas's email address?

Peter Douglas's email address is pe****@****age.com

What schools did Peter Douglas attend?

Peter Douglas attended Chartered Institute For Securities And Investment, Royal Military Academy Sandhurst, University Of Nottingham, Loretto School, Apmp - The Apm Project Management Qualification.

What skills is Peter Douglas known for?

Peter Douglas has skills like Wealth Management, Investment Strategies, Equities, Asset Allocation, Investments, Financial Analysis, Portfolio Management, Diversification, Wealth Preservation Planning, Stock Picking.

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