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Robert Douglas Associates Independent Financial Advisers ![]() Address: Portman House, Colby Road, Walton-on-Thames, Surrey, KT12 2RN Telephone: (01932) 231 199 Fax: (01932) 240199 E-mail: ifa@robertdouglas.co.uk Contact: John Wheatley General information Who are we? At Robert Douglas Associates our pledge is not only to provide you with insightful and impartial advice when it comes to making the big financial decisions, but also to support you at all times whenever you have a basic query or concern. Our company was established in 2002 but along with the relative youth of the company comes a wealth of experience and expertise from our team of advisers. Being independent rather than tied to any one agent or company means that we are able to consider a multitude of options. We can assess a vast array of different products and services available to you from the whole of the marketplace. The initial consultation is free of charge and thereafter we will act either on a fee paying basis or by receipt of commission at the discretion of our clients. How can we help you? We provide independent advice across a wide range of products and services to individuals on matters, including pensions, savings, investments, mortgages, life and health protection and tax planning. In addition to this, we are also able to advise businesses on matters of keyman and Director’s insurance, group pensions and other employee benefits. We are able to meet at a time that is convenient to you (daytime, or evenings), at our offices where we have visitor parking, or at your home. Robert Douglas Associates is an appointed representative of the Burns-Anderson Independent Network Plc, which is authorised and regulated by the Financial Services Authority. |
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