Independent Financial Advisers in Newbury, Berkshire

Douglas Hope Financial Management

As independent financial advisers, we specialise in achieving your financial peace of mind. Whether you are planning for the years ahead, looking for expert wealth management, or navigating the complexities of mortgages, our trusted advisers are here to guide you every step of the way. Based in Newbury, we deliver tailored solutions that align with your goals, offering clear and personalised advice to secure your financial future.

Our Services

Wealth Management

Pensions

Advice to help you plan for retirement and manage pension arrangements with confidence.

Investment Management

Structured guidance to help manage and review investment portfolios over time.

Inheritance Tax Planning

Advice focused on helping clients plan ahead and consider potential inheritance tax implications.

Tax-Efficient Investing

Guidance on structuring investments in a tax-efficient way.

Later Life Planning

Financial planning support for later life, helping clients prepare for changing needs and priorities.

Mortgages

First Time Buyers

Guidance for those purchasing their first property.

Home Movers

Guidance for homeowners moving to a new property and arranging the right mortgage for their next home.

Remortgages

Advice for homeowners reviewing or changing their existing mortgage arrangements.

Buy to Let

Support for landlords purchasing or remortgaging investment properties.

Equity Release

Advice for homeowners considering later-life lending options.

Protection

Life Cover

Financial protection designed to support your family in the event of your death.

Critical Illness Cover

Protection designed to provide financial support if you are diagnosed with a specified serious illness.

Income Protection

Protection that provides an income if illness or injury prevents you from working.

Our Process

A clear and structured approach designed to deliver regulated financial planning with confidence and long-term focus.

Initial Consultation

A structured discussion to understand your circumstances, priorities, and long term objectives.

Financial Assessment

Detailed review of your existing arrangements, assets, and risk considerations.

Strategy Development

A tailored financial plan outlining clear, suitable recommendations.

Implementation

We manage the practical steps required to put agreed plans in place.

Ongoing Review

Regular reviews to ensure your financial plan remains aligned with changing circumstances.

Client feedback

Rated 5.0 by 67 clients on Google

I was recommended by a friend to use the team, and what a great recommendation. James has been outstanding. Got me a great deal, he explained everything really clearly, and he was so easy to deal with. Would definitely recommend.
Beverley Allsop
I highly recommend Douglas Hope Financial Management. Carl is very knowledgeable and patient. He listened to what i wanted to achieve and never pushed or made me feel i needed to make any decisions quicker than i felt comfortable to do. Kirsty was great and helped me a lot through the process. Great people and fantastic service. Thank you
Martin Scarrett
James has been incredible – super responsive and quick and gave us fantastic advice while sorting our mortgage for our first home.
Sophie Smith

Based in Newbury, Serving Clients Across the United Kingdom

Douglas Hope Financial Management

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FAQs

Yes. And being independent means we are able to research and recommend financial products from across the whole market. This allows us to provide advice that is based on what is best for you, rather than being restricted to a particular provider or panel of products.

Yes. We are authorised and regulated by the Financial Conduct Authority (FCA). This means we must meet strict professional and ethical standards and always act in our clients’ best interests.

For wealth management services we charge £1,500 upfront to set things up, and then 0.5% per annum of the assets that we manage for our ongoing advice and management service. We do not charge any fees for mortgage or protection services as we are remunerated directly by lenders and insurers.

We provide advice across a range of areas including: wealth management, retirement planning, mortgage advice, protection, and lifetime mortgages.

The first conversation is for us to understand you. We will discuss your goals, current financial situation, and what you would like to achieve. It also gives you the opportunity to ask questions and decide whether our approach is right for you. We never charge for an initial consultation.

Yes. Financial planning is not a one-off event. We work with our clients on an ongoing basis, with regular reviews to ensure their plans remain aligned with their goals and any changes in their circumstances.