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Amy Young

pro Member - SOMERSET

Douglas and Young Ltd

I am a Chartered Financial Planner with a background in Banking. Douglas and Young was started in 2019 by myself and my business partner Jennifer Douglas, with the main objective to be able to assist clients with their Financial Planning needs throughout their lives.

A bit about me...

Our aim at Douglas and Young is to make sure that our clients can achieve their future goals by providing advice they can trust. Our down to earth, personal approach is based on expert knowledge, long experience and an understanding of what really matters in life.

Douglas and Young offers advice on Retirement Planning, Protection for both individuals and businesses, Investment Planning, Legacy Planning and Life Term Care Planning.

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.

In my spare time I enjoy spending time with my husband and two children. I also live a very active lifestyle and enjoy running, gym and open water swimming.

 

 

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