I have over 12 years of experience within the Financial Services Industry having worked within large financial institutions and Private Banking. Spending years meeting the individual needs of clients and delivering exceptional levels of personal service, my skills are fully aligned to join Doug and the team at Douglas Rowe Financial Services.

To help make my transition to Financial Adviser, I was invited to join the St. James's Place Next Generation Academy. The academy’s comprehensive training program provided me with technical knowledge in protection, savings & investment planning, taxation, trusts and retirement planning to gain my qualifications in Regulated Financial Planning.

I pride myself in maintaining strong, long-term relationships, and I am passionate about empowering and educating clients, to take control of their finances in order to give themselves options and the freedom to reach towards their aspirations.

Outside of work I love spending time with my wife and two young children exploring the great outdoors and taking on new challenges to raise money for my chosen children’s charity, The Summers Trust. Set up 10 years ago by my wife and friends, I have climbed, run, cycled and swam in order to raise funds to provide residential activity holidays for children who are in social or economic need.

Trusts are not regulated by the Financial Conduct Authority.

Meet the Team

Doug Rowe

Director

Richard Bennett

Financial Adviser

Kate Johnson

Paraplanner

Jade Cooper

Administration Support

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