About Winnell Douglas Independent Financial Planning

Winnell Douglas is a service orientated Independent Financial Advisory and Wealth Management business which embraces modern technology yet retains traditional values.

We set up our offices in Ledbury in 2001 and are situated in Church Lane behind the historic Market House. We are a whole of market, financial advice & wealth management business providing specialist advice and services to individuals, families, businesses, attorneys and trustees.

Our three advisers, Damien, David, and Tori have been advising high net worth and ultra-high net worth clients for over 48 years. Their combined skills, knowledge and accumulated expertise will now be available to all clients of Winnell Douglas, regardless of their wealth.

We believe our clients are our biggest and most important asset. Our advisers pride themselves on the design, implementation and ongoing management of holistic financial life plans, ensuring they evolve to match the ever-changing needs of their owners.

Furthermore, our advisers are Chartered level qualified (or are approaching) which the industry considers the Gold Standard.

We are proud members of the ValidPath network of Independent Financial Advisers who we specifically selected to provide our essential business infrastructure (FCA authorisation and Compliance oversight). ValidPath share our core values and the essential support they provide enables us to do what we do best …. providing independent financial advice to our clients.

With our commitment to transparency, knowledge and market-leading standards, you are in safe hands.