Qualifications

  • Member of the London Institute of Banking and Finance
  • DipFA – Diploma for Financial Advisers
    This diploma is a high-quality route for meeting the standards required to provide financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding of the profession and practical skills to apply in practice.
  • CeMAP

Tony Douglas

Client Servicing Team Manager

Tony has over 30 years’ experience within the financial services industry, with extensive management expertise gained throughout his career.

As client servicing team manager, Tony leads the administration and paraplanning teams, ensuring the delivery of an efficient, compliant, and client-focused operation.

Providing an outstanding client experience is at the heart of his role, alongside inspiring the team, fostering collaboration, and driving both individual and organisational success.

Tony is passionate about creating an environment where people feel empowered to excel, recognising that strong teamwork and shared goals are key to delivering the very best service to clients.

Important
information

Tony
Outside of work

Outside of work, Tony enjoys running, although he would say he enjoys the benefits more than the activity itself. He has completed the Belfast Half Marathon to raise funds for the Alzheimer’s Society and volunteers his time to support the charity.

Get in touch

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