John Douglas Email
Paraplanner @ Robertson Baxter
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John Douglas Location
- Huddersfield, GB
John Douglas Work
- 2023 -now Paraplanner @
- 2021 -2023 Paraplanner @
- 2018 -2020 Financial Advisor @
- 2017 -2018 Financial Advisor @
- 2013 -2017 Private Client Manager @
- 2010 -2013 Financial Consultant @ Wesleyan for Lawyers
- 2003 -2010 Private Banking Manager @ Lloyds TSB Private Banking plc
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
- Critical Illness
- Finance
- Protection
- Private Banking
- Trusts
- Life Insurance
- Training
- Wealth Management
- Retirement Planning
- Funding
- Microsoft Office
- Financial Analysis
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.
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Top Robertson Baxter Employees
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Independent Financial Adviser
United Kingdom
John Douglas
Paraplanner
Huddersfield, GB
Stephen Baxter
Founder | Executive Director
Wakefield, GB
Antony Barton
Director of Financial Planning
Shepley, GB
Dan Willers
Chartered Financial Planner
Huddersfield, GB
Shaun McLaughlin
Partner
Huddersfield, GB
Rebecca Dean
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Huddersfield, GB
Ben Collier
Technical Manager
Holmfirth, GB
Georgina Gillingham
Client Services
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