Who Are We?

About Us

Douglas Steers & Company was established in 1994 so has now been advising clients for over 28 years, David Steers’ origins go back to February 1987 when he started as a Trainee Consultant for a local brokers. We have clients that we have been dealing with for over 30 years. 

We have been in our current offices for 13 years and have recently acquired more office space to have more dedicated Covid safe and secure meeting rooms, and are now expanding with the acquisition of further office space in Ardleigh. 

Our speciality is at retirement, retirement preparation and investment planning, which also includes various types of collective investments, whether that be flexi-drawdown or annuity purchase and how you can use the assets you have accumulated to ensure you maintain a secure and comfortable retirement.  We first advised on drawdown contracts way back in 1995, in those days drawdown was a very different arrangement and more restrictive, however the gentleman involved with that arrangement still has the contract in place and remains one of our most valued clients.

Over the years the business has changed, back in the early 1990’s we provided a full range of services but have slowly moved to more specialist advice around pensions and investment planning.

We have a tight-knit group of 20 in our team and our longest serving colleague has been with the company for 28 years.  We prioritise value and stability in our business and our dealings with all of our clients.

Seamless Planning

At Douglas Steers & Company Ltd we pride ourselves on providing only the very best advice and planning services for our clients who wish to make the most of their finances

We are independent which means we work for our clients' interests, allowing us to act throughout the whole of market.

We take a personalised, bigger picture approach, ensuring we are able to accurately understand your objectives, values, aspirations, lifestyle and any concerns you may have.

We work closely with you to develop a bespoke service catered to your needs and ultimately achieving your financial goals.

Offering a wealth of in-house industry experience spanning over 30 years, with Douglas Steers & Company you can relax content in the knowledge that your finances are organised, enabling your money to work hardest for you.