John Douglas Email

Paraplanner @ Robertson Baxter

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John Douglas Location

Huddersfield, GB

John Douglas Work

2023 - now Paraplanner @ Robertson Baxter
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2021 - 2023 Paraplanner @ Wren Sterling
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2018 - 2020 Financial Advisor @ Aviva
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2017 - 2018 Financial Advisor @ Hargreaves Lansdown
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2013 - 2017 Private Client Manager @ Barclays Wealth Management
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2010 - 2013 Financial Consultant @ Wesleyan for Lawyers
2003 - 2010 Private Banking Manager @ Lloyds TSB Private Banking plc

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John Douglas Education

Glamorgan University
Diploma; Post Graduate Diploma (Financial Planning; Entrepreneurial)
1999 - 2000
Stirling University
BA (Hons) (Business Studies; French Language)
1995 - 1999
Heckmondwike Grammar School
A Levels (French (B), German (C); Economics (D), General Studies)
1989 - 1995

John Douglas Skills

Investments
Strategic Financial Planning
Portfolio Management

Pensions
Inheritance Tax Planning
Wealth
Income Protection
Mortgage Lending
High Net Worth Individuals
Insurance

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John Douglas Summary

John Douglas, based in Huddersfield, GB, is currently a Paraplanner at Robertson Baxter. John Douglas brings experience from previous roles at Wren Sterling, Aviva, Hargreaves Lansdown and Barclays Wealth and Investment Management. John Douglas holds a 1999 - 2000 Diploma; Post Graduate Diploma in Financial Planning; Entrepreneurial @ Glamorgan University. With a robust skill set that includes Investments, Strategic Financial Planning, Portfolio Management, Pensions, Inheritance Tax Planning and more. John Douglas has 2 emails on RocketReach.

John Douglas Emails

Found 2 emails

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Dan Willers

Chartered Financial Planner at Robertson Baxter

Huddersfield, GB
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