About UsMeet Our Team

 

Douglas Harley

 

Background

Douglas 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.

He set up Harley Financial Services in 2002 and therefore has in depth knowledge and personal experience of the various challenges that face business owners. He is the senior Financial Planner at Harley Financial Services. Douglas is a Chartered Financial Planner, which is widely regarded as the pinnacle of individual achievement for UK financial advisers.

Specialism

– Financial planning for individuals approaching and in retirement, especially higher earners, business owners, and those with more complex financial planning needs.

– Retirement planning and pensions, including complex Defined Benefit pension transfer advice.

– Wealth management strategies for those with more than £500,000 of invested assets.

– Advice to trustees and corporate clients, particularly family owned businesses.

Why my job is important

“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.”

Top Tip

“Many people spend too much time worrying about products & funds. Instead of asking yourself which pension or ISA you should have, or which investment market or fund to invest in, ask yourself what goals you have that will require planning, money & time to accomplish? It could be sending your kids to university, buying your dream holiday home in southern France, or perhaps it is retiring early so you can write that best selling novel. Only when you are clear on the destination can you start to plan the journey. Products & funds are simply the tools we use to help with the journey.”

Personal Life

Married with two daughters, Douglas still manages to squeeze in a round of golf at least once a week. 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.

Return to our Meet The Team page