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Douglas Scholes — Network Financial Advisor

Douglas Scholes — Network Financial Advisor

About Douglas Scholes

Douglas Scholes is a Senior Financial Adviser at Apex Financial Services with experience across both audit and wealth management. He began his career as a Chartered Accountant before moving into financial advice, bringing a strong technical foundation and a holistic mindset to every client relationship. Douglas works closely with individuals, families and business owners to help them grow, preserve and manage their wealth, with a particular focus on retirement planning. His advice is centred on long-term outcomes, ensuring each financial plan is tailored to a client’s personal goals, circumstances and future aspirations. At Apex Financial Services, Douglas specialises in pension planning, investment planning, inheritance tax planning, business and exit planning, and long-term care planning. He is a SOLLA-accredited adviser and part of a Partner Practice of St. James’s Wealth Management. Douglas is passionate about building long-lasting client relationships and providing clear, structured advice that helps clients feel confident, informed and in control of their financial future.

Services

  • Retirement planning
  • IHT planning
  • Sharia compliant funds

Regulation

Douglas Scholes is FCA-verified.

Frequently Asked Questions

Is Douglas Scholes a regulated financial advisor?

Yes. Douglas Scholes is FCA-verified, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.

What financial services does Douglas Scholes offer?

Douglas Scholes offers Retirement planning, IHT planning, Sharia compliant funds.

Does Douglas Scholes offer a free initial consultation?

Yes. You can book a free, no-obligation initial consultation with Douglas Scholes directly through their Trusted Advisor profile.

How do I book a meeting with Douglas Scholes?

You can book a free initial consultation with Douglas Scholes directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.