Douglas Hay
Chartered Financial Planner
Douglas has extensive experience working with high net worth individuals and entrepreneurs. Whether it’s post-business sale planning or preparing for retirement, he always prioritises his clients’ lifestyle needs, ensuring they capitalise on every opportunity to achieve their financial goals.
He enjoys assisting those with complex financial requirements but places importance on simplifying their financial lives and helping them have a clear understanding of what’s needed and why.
Douglas is also one of the most qualified planners in the UK, having achieved Chartered status and attaining the highest recognition possible for technical competence by being made a Fellow of the Chartered Insurance Institute (CII) in 2024.
By implementing strategic preparations from the outset, Douglas helps his clients optimise outcomes and minimise risks for their businesses and families.
"Great customer relationships, honest and jargon‑free advice, all delivered alongside strong returns."
Nick, Surrey
"All-round excellent service. We’re kept up to date with the markets, have a yearly face‑to‑face meeting, and the app is easy to access and understand. "
Dennis, Kent
At home...
Outside of the office, Douglas can be found following developments in motor sport from around the world and mountain biking in the counties of the south east.