About - Adrian Douglas
Dougy started work in financial services in 1994, for a large national insurance company, getting a grounding in all aspects of financial advice.
He then joined a Top 10 international accountancy practice (based in London), and completed his financial planning exams up to and including the Advanced Financial Planning Certificate to become a Chartered Financial Planner.
After 12 years, he joined a smaller directly-authorised IFA company, before branching out to establish Audley Asset Management and, subsequently, Audley Wealth with Liam and Alun.
Due to increased regulation, which was taking up more of our time, we decided to join Sanlam as an Appointed Representative, which would enable us to re-focus on the client experience. For Audley Wealth, Dougy now focuses on the Business Development side of the business, and acts as a liaison for both clients and professional introducers.