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Peter Douglas

Investment Manager

Portfolio Management

Newcastle

About Peter

Following a former career in the Army, I’ve worked within the wealth management industry for over eleven years, initially at RBC Brewin Dolphin, before joining Canaccord in 2024. 

Many people think being an investment manager is purely about the numbers but it’s so much more than that and it’s the people side of the role that really appeals to me. I thoroughly enjoy working closely with my clients over the long-term, to help them achieve their aspirations whilst supporting them through all the highs & lows that life brings.  

I am a level 7 qualified Chartered Wealth Manager, which is the highest level of qualification within the industry. Somewhat unusually, I also have a level 4 Wealth Planning qualification which enables me to take a more holistic view of my clients’ requirements & to ensure they receive the appropriate level of expert advice in order to achieve their ambitions.

Contact wealth management

If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

If you prefer you can call them directly on +44 20 7523 4500 

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