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About Us

We are an independent financial planning firm specialising in retirement and investment planning - pensions, drawdown, annuities and long-term investment management. Independent means no ties to product providers and no quotas: just advice built entirely around you.

Since 1994, Douglas Steers & Company has combined the personal approach of a family business with the rigour of a team of more than 50 professionals. We search the whole market to find the right fit for your goals, not the nearest available product

From first pension to passing wealth to the next generation, we've supported clients through every significant financial decision. That means honest conversations, clear thinking, and advisers who know your circumstances as well as you do.

Colleagues discussing a paper chart on the table between them

Our Mission

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Your financial journey is personal, and so is our approach. We take time to understand your life, not just your finances, then provide advice that moves with you as things change. Our mission is simple: help you build wealth, enjoy it fully, and pass it on to the people and causes you care about

Get to Know Us

"We pride ourselves on guiding clients through every stage of their financial journey. Helping them accumulate wealth wisely, enjoy it confidently, and ultimately distribute it meaningfully to the people they love."

David Steers

David Steers
Founder & Chief Executive Officer

Awards

Financial Times top 100 award 2020
Financial Times top 100 award 2021
Financial Times top 100 award 2022
Financial Times top 100 award 2023
Financial Times top 100 award 2024
Financial Times top 100 award 2025
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