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Doug Jones

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Investment Manager

I have been working within the Financial Services industry since 1994, when I initially spent five years working in London in Investment Banking. I then took the decision to return to the North, at the time I concentrated my career in private client stockbroking and wealth management, and now have over 23 years' experience in this field. I consider myself lucky to work in an industry where no day is ever the same. Looking after clients’ wealth is a privilege and I try to deliver the best possible outcomes for them. We have a wealth of expertise and experience within the firm and by utilising this we are well placed to offer our clients the best experience and returns from their wealth.

Location: Lancaster

A bit about me:

I live in Leyland, just outside Preston and in my spare time I am a keen on most sports, particularly football. I also like to travel abroad as much as possible.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do is the benchmark to improve everything we do, personally and professionally. It is about building and maintaining long-term relationships with clients in order to protect and grow their wealth and earn their loyalty.


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.