Douglas White Financial Planning is an independent financial planning company based in Liverpool, UK. Our aim is to simplify the complexities of financial planning for our clients. We offer a range of services including savings and investments, pension…
Douglas White Financial Planning is an independent financial planning company serving affluent individuals and business owners in the North West. The firm provides holistic financial planning, pension advice, and investment management designed to simplify complex financial decisions. Their clients are typically high-earning professionals and business owners seeking comprehensive financial strategy rather than transactional services. Key referral partners include accountants and tax advisors whose clients need investment strategy, mortgage brokers working with affluent borrowers, estate planners, and solicitors serving the same demographic. A referral to Douglas White makes sense when a successful business owner or professional recognises they need coordinated investment and retirement planning from an independent advisor.