Douglas Harley has been advising clients since 1993, but has been involved in financial services since 1988. He has gained a wealth of experience and knowledge throughout that time, which he has used to successfully guide his clients through some of the most turbulent periods in financial services history.

Having run his own firm since 2002, he has in depth knowledge & personal experience of the various challenges that face business owners.

He is a Chartered Financial Planner, which is widely regarded as the pinnacle of individual achievement for UK financial advisers.

In his own words:

“Money is a worry for most people. Not knowing whether they have too much or too little to meet their lifestyle needs and goals can lead to them making bad decisions. We help make sense of their situation and ensure our clients make informed decisions. This leaves them to get on with their lives with the peace of mind that their financial wellbeing is in good hands. In short, we help them live for today and plan for tomorrow.”

Connect with Douglas on LinkedIn.

Accreditations and memberships

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society

Chartered Planner badgeQualified Member Personal Finance Society

Away from the office

Married with two daughters, Douglas tries to squeeze in a round of golf when he can. However, as a fair weather player, this tends to stop during the winter months and is replaced with watching Falkirk FC. As a former club DJ in his younger years, he is a massive music fan and has travelled as far as New York and Las Vegas to see his favourite bands perform.

Connect with Douglas on LinkedIn.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Douglas’ entry on the FCA Register by clicking here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.

An adviser’s SPS must be renewed annually. We can provide you with a copy of the SPS on request.