Speak directly to Doug or Brad today
Recently widowed? See all your possibilities for the future – today.
If you’re feeling overwhelmed and you need to reassess your financial position, get honest and straight talking advice today. We’ll get the clarity you need and the right information. Understand ALL your options, and remember you’re under no obligation to anyone, including us. Call Doug or Brad today.
Specialist Expert Financial Advisors for Widows only
Simple, Straight-forward, Personal Financial Advice
Investments, Portfolios & Savings for Widows
Recently widowed? See all your possibilities for the future – today.
If you’re feeling overwhelmed and you need to reassess your financial position, get honest and straight talking advice today. We’ll get the clarity you need and the right information. Understand ALL your options, and remember you’re under no obligation to anyone, including us. Call Doug or Brad today.
Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
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Get the peace of mind, consideration, kindness, care and understanding, you deserve.
We are very different from the cold, uncaring world of the vast majority of financial planning companies. For a start we’re a small intimate group of experts, here to guide you through a malaise of choices that aren’t easy at the best of times, at a time when you’re feeling uncertain about the future.
Because we’ve helped many widows before, we understand you’re going through a tough time, but it hasn’t effected you capacity for the truth, honesty and straight forward approach we take. Like a rock in storm, we are here for you.
Voted ‘most caring’
financial company
by our clients 2021
Our aim is to give you back a little warmth, care, consideration of your needs and a future where you’re in control of your financial freedom. We take the time to look after your interests and put you in a position of emotional and finacial control. We do this by investing the time to understand you and your needs today, and for the future.
Doug Robinson with Patty Desiderio – Authors of “The Not just a Widow Guidebook”
Dealing with the loss of a loved one can be soul destroying. Having to plan for your future security as well can be for some a tipping point to despair. At DouglasBradley we have the insight, experience and empathy to help you secure your [keyword-C-type] without making life more painful, and we do it with care and consideration.
With over 25 years of extensive industry experience, we take the time to understand your needs and offer solutions designed around your needs and wants, to give you security today and into the future.
Whether it’s consolidation of investment portfolios to releasing needed equity – we get to know you and your needs and then, together we create a plan with our simple 4 steps to financial freedom, in the short and long-term.
Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
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Together, we will create your investment strategy focused on your needs and your peace of mind…
Four simple steps to realising your financial freedom
Reshaping your finances will move you towards the much needed peace of mind you’re seeking.
Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
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There’s a difference between thinking your future is secure, and knowing it is.
Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
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Intelligent financial advice given with kindness, understanding and care.
We will tell you everything from how to take control and manage your own investment
portfolio to setting up and managing your portfolio for you. Simply put, we’re here to put
your finances back into your control, for your long term and short term benefit.
Doug Robinson MSc – Founder & Senior Financial Adviser
Straight talking, honest and experienced specialist financial advice
Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
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This guidebook charts a path through the first two years (or so) of your journey. This is the worst experience of your life (probably). You don’t have to figure everything out on your own. Written by a widow specifically for other widows – she’s already walked that mile. Co-authored by a financial advisor who actually works with widows on a constant basis.
Get your copy today
Brad Loper MSc – Founder & Senior Financial Adviser
Straight talking, honest and experienced specialist financial advice
Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
Get in touch
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Supporting widows every step of the way
We believe in honest straight forward financial advice for widows, in fact it’s exactly what we specialize in. We believe it so much, that we think you need to talk to us before you’re faced with a sense of crushing numbness, before you can’t think straight.
And, even if you don’t, we’ll still be there for you, to make sure you can navigate some of the most complex financial products and tools associated with your partners passing.
Faith may well see you through the hardest of times, but we will be your guide and help you
through the complexities of dealing with partner end of life financial planning to a secure and beneficial future.
You’re in Safe Hands with DouglasBradley.
We manage over $10,500,000,000 of savings, investments and pensions for over 875 widows in and around the East Coast of the USA. Our track record speaks for itself, with our pro-active approach to financial indicators and market fluctuations, we manage your money away from risk and make sure your money is growing and secure.
And, you won’t have to move your accounts as we’re advisors focused on your future not ours. We give advice that allows you to leave your accounts where they are if at all possible. We also give advice on all accounts – not just ones we can “manage”. That makes DouglasBradley unique in the Fee-only advisory service, not only that, but we do not sell any financial or insurance products.
As the years go by, we’re seeing more and more affluent women taking control of their futures before circumstances take control of them. Choosing DouglasBradley is closest you’ll come to reshaping the future in your image, not the image of the financial market.
Straight talking with kindness and empathy is what defines DouglasBradley and we both believe that widows need protection from aggressive corporate insurance agents, which is why our advice, is at your pace, not whether or not we’re hitting targets that month or not. We don’t need to hit targets, we need to make sure our clients have the best advice, always when they need it, always with empathy, always with sharp financial advice.
Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
Get in touch
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9 ways to make the right investment decision
Introduction to investments &
savings
Getting to know you
4 Steps to investment security
Learning how to invest
Investment strategy know how
Creating your own portfolio
Managing your portfolio
Managed portfolio
Securing your future
Introduction
4 Steps to freedom
Doug & Brad
Supporting widows
How we help you
Get in touch
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You’re in Safe Hands with DouglasBradley.
Wealth Management
Wealth Management is more than just investment advice. It is designed to encompass all aspects of your financial affairs
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We provide advice about a range of savings and investments to make your money work harder for you.
If you need expert advice at the toughest time in your life, DouglasBradley are here to
help you secure your financial future. We are specialist’s that have helped over ??????
widows secure a better future for themselves, their children and their loved ones.
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