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Kevin Douglas
Practice Director

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My profile

“I believe a client who is well looked after should never have a sleepless night as a result of financial worry.”

For me, the most important part of being an adviser is helping to give my clients the confidence and peace of mind that comes from knowing they are prepared for the future. That reassurance allows them to enjoy life more fully, making decisions with greater freedom and clarity than they might have without the support and guidance I provide.

Removing the uncertainty and stress associated with financial planning helps enable people to live more fully, enjoy their wealth, and make informed decisions with confidence and clarity. I provide specialised advice in the following areas:

I help clients make informed choices about how they could look to grow and protect their wealth in a way that aligns with their individual goals and risk tolerance. I also support them with pension planning, helping them to make sure they’re on track for the kind of retirement they want and will enjoy.

How I can help you

One of the most important aspects of the support I provide is meeting regularly to review your financial plan and assess your progress. These ongoing check-ins allow us to adjust your strategy as needed, keeping it aligned with your evolving goals.

On many occasions, my clients have been pleasantly surprised to learn they’re further ahead than they realised. This has enabled them to consider either enhancing their lifestyles or those of their families and loved ones, achieving their goals sooner than expected.

How I work

I believe that strong relationships are key to good financial planning, and as such, I generally work on a face-to-face basis where possible, providing bespoke holistic advice to individuals and their families, covering Derbyshire, Leicestershire, Staffordshire and West Midlands.

I take a thorough and considered approach, beginning with a deep understanding of each client’s priorities, objectives and circumstances. Drawing on my expertise and experience, I then design tailored financial solutions that align with their specific needs and long-term goals.

The value/benefit I add for you

One of the most valuable tools I use is detailed cash flow models. This enables me to show you visually how your financial goals and future could look and, alongside our regular reviews, shows how you are progressing with your plans.

Qualifications

  • Level 4 Diploma for Financial Planning (DipPFS)

About me

Away from the world of finance, I enjoy all sports, especially football and cricket.  I also have a love for travel and enjoy exploring new cultures through frequent city breaks, always on the lookout for new experiences, great food, and a bit of local history.

A pension is a long-term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation, and regulation, which are subject to change in the future.

When investing, your capital is at risk. The value of your investment can go down as well as up, and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.