Our Story
Douglas Steers & Company is an independent, family-run financial planning firm specialising in retirement and investment advice. For over 30 years, we’ve helped clients navigate complex financial decisions with clarity and confidence. Today, our team of more than 50 professionals delivers personalised, whole-of-market advice that is unbiased, transparent and entirely focused on your goals - so you can move forward with certainty.
Our Numbers
30
Over Three Decades of Experience
Established in 1994
10,562
Clients Served
Trusted by thousands of individuals and families
6
Years Recognised for Excellence and Consistency
Six consecutive years in the Top FT 100 Financial Adviser
Our Services
Retirement Planning
Build a retirement that supports the lifestyle you envision. We help you understand your financial position, model future scenarios, and design a clear plan that gives you confidence in the years ahead.
Investment Management
Grow and protect your wealth with an investment strategy tailored to your goals and appetite for risk. We provide disciplined, evidence-based guidance to keep you on track through changing markets.
Discretionary Investment Services
Leave the day-to-day investment decisions to our expert team. We actively manage your portfolio with a focus on long-term performance, aligning every decision with your financial objectives.
Estate Planning
Protect what you’ve built and ensure it passes on as you intend. We guide you through the complexities of estate planning with clarity and care, structuring your affairs so your wealth is transferred smoothly, tax-efficiently, and in line with your wishes.
Financial planning is personal. We treat it that way. We're not tied to banks or product providers, which means every recommendation we make starts and ends with what's right for you. It's the kind of relationship built on trust, not transactions.
Independent and Award-Winning
What People Say
James C
"David's experience has helped me beyond belief. If you are in need of financial planning of any kind, look no further than Douglas Steers. This team will tell you openly and honestly what must be done and what should not be done.Personally, I have always struggled to believe that a financial planner is genuinely trying to help rather than simply earn their fees.
My experience with David and his team was the complete opposite."
Gabrielle Casey
"I retired a year ago and contacted Douglas Steers & Co. who were listed in the approved Financial Advisors provided by my company.
I was contacted by Toby Steers prior to my retirement date and he came to my house for the initial meeting. Toby guided me through my options and I felt extremely comfortable with proceeding with a pension.
Toby explains things clearly and responds very quickly when I have any queries. I particularly like Toby being my single point of contact as this brings consistency, trust and is a big plus for me.""
Gordon H
"I first contacted Douglas Steers & Co speculatively in the summer of last year. I have been very pleased with the advice and help provided by Henry Steers, who consolidated my many diverse and underperforming pension funds into a single fund which has since performed very well. Henry has been very responsive and professional, offering good investment advice and demonstrating flexibility during an uncertain time for pensions. Always attentive and willing to visit to discuss options, Henry has my full confidence to manage my new drawdown pension going forward."
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