Who Are We?

About Us

Douglas Steers & Company was established in 1994 so has now been advising clients for over 30 years, David Steers’ origins go back to February 1987 when he started as a Trainee Consultant for a local brokers. He has clients that he has now been dealing with for over 35 years. 

We are a family firm, our specialty is at retirement, retirement preparation planning and investment planning, which also includes various types of collective investments, flexi-drawdown and annuity purchase and how you can use the assets you have accumulated to ensure you maintain a secure and comfortable retirement. 

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 almost 50 in our team and our longest serving colleague has been with the company for 29 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 the very best advice and planning services for our clients who wish to make the most of their finances

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

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.