Doug is a highly experienced and qualified financial planning professional. Having initially trained as a management accountant, he has now completed 28 years as a Financial Planning professional. In 2000, Doug established Affinity Independent Limited, the first financial planning business dedicated to supporting all those employed within the UK’s Independent Schools.
He has passed many of the advanced financial planning certificates of the Chartered Insurance Institute and recently gained the coveted International Standards Organisation accreditation ISO 22222. Doug is married to Norina and they have three daughters, Isabella, Annalise and Eva.
Above all else, Doug values time with his family and makes the most of their holidays. Interests include his beloved Doris (1977 VW Camper Van), all sorts of sports (sadly watching more than participating these days) and taking the occasional city break.
Diploma in Financial Planning
G60 – Advanced pensions planning
G10 – Taxation and trusts
SV1 – Advanced savings and investments
Certificate in Life & Pensions
J04 – Pension Funding Options
R08 – Pension Update