Our paraplanners provide key support to our financial planners – such as report writing, financial research, and helping with client enquiries – so you might sometimes speak with Douglas, as well as your adviser.
Who is Douglas
Douglas joined Investing Ethically in March 2022, having worked in a range of financial services positions over the last decade. After graduating from university, Douglas was employed in Switzerland with a wealth management firm based in Geneva. After returning to the UK, he worked in the East Midlands and London in several roles which included advice, sales, client relations, and administration.
Living locally in Norwich, Douglas commutes to work by bike and enjoys swimming as well as cycling.
What's it like working at Investing Ethically?
I’m very happy working for Investing Ethically; the culture is supportive and friendly, and the work is always varied and interesting. It’s always rewarding to be helping clients with their financial affairs, and the extra dimension of taking ethics into account makes the work even more engaging. Things often ramp up quite significantly towards tax year end when more help is needed, but that’s what we’re here for!