About us
Two highly qualified Chartered Financial Planners committed to providing the best possible advice to clients of all kinds.
Our beliefs
We are passionate about giving people good advice by getting to know your needs properly and understanding what you’re aiming for. We’re highly professional, experts at what we do, but we’re also working mums and family means the world to us.
Financial advice is important because it’s about helping you live the best life you can – looking after your family as well as you can and enjoying what you’ve earned as much as you deserve.
Why our chartered status matters
Chartered Financial Planner is the ‘gold standard’ qualification for financial advisers. It requires a rigorous training, long experience and a commitment to put our clients’ interests first.
Our qualifications mean that we are able to offer advice across the whole of your retirement planning needs. Pension reviews and at-retirement advice are key areas of financial planning. It means we’re genuinely able to advise across the whole of life – from protection to investments to long term care, and everything in between.
About Amy Young
Amy lives in Midsomer Norton with her husband and two young children. She enjoys playing Netball, running and spending time with the family when she is not working.
About Jennifer Douglas
Jennifer lives in North Bristol with her husband and young daughter. She enjoys Films, Reading and various activities with her family in her spare time.
Our background
We worked for a global bank for most of our professional lives, building our knowledge in a highly professional environment and gaining a wide range of important qualifications. But after a while we began to feel our hands were tied and we weren’t able to look after our clients as we would have wished.
That’s when we decided to launch our own financial advisory firm – offering long term advice you can trust throughout your life. As a close-knit team, we’re able to give truly personal, bespoke help to people we care about.
Having worked in both the personal and commercial sides of the business, we can provide a wide range of advice across both personal and business areas.
Contact us for a free initial meeting
Jennifer Douglas
M: 07496 136634
E: jennifer@douglasandyoung.co.uk
Amy Young
M: 07496 136197
E: amy@douglasandyoung.co.uk
