Douglas Scholes — Network Financial Adviser in Berkshire
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 also a SOLLA-accredited adviser specialising in Later Life Advice. 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
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Inheritance Tax Planning
- Business & Exit Planning
- Later Life Advice
- Pension Planning
- Holistic Financial Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Chartered Accountant (ICAEW) Later Life Adviser Accreditation (SOLLA)
Regulation
Douglas Scholes is FCA-verified (firm: Apex Financial Services).
Frequently Asked Questions
Is Douglas Scholes an FCA-regulated financial adviser?
Yes. Douglas Scholes is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Douglas Scholes offer?
Douglas Scholes offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Douglas Scholes?
Fees vary depending on the service, the complexity of your situation and the assets involved. Douglas Scholes will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Douglas Scholes works as part of a network, with access to a carefully selected panel of providers. Network advisers share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with Douglas Scholes?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Douglas Scholes directly through the contact form.
Does Douglas Scholes work with clients outside Berkshire?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Douglas Scholes is based in Berkshire but you can confirm preferred meeting locations and video options when you book your initial call.