Douglas Steers & Company  Reviews 

We met with Toby Steers 2 years ago as we had no idea how to manage our pensions.
Toby’s advice was explained in a very professional way and in (abc language) that we understood. Toby has been to see us again today (26.11.25) and it was a pleasure to see him. We feel our pensions are in safe hands with this Company and would recommend them to friends and family. Gary & Sue

Excellent advice regarding my annuity/pension options and points to consider.

David's experience has helped me beyond belief.

If you are in need of financial planning of any kind, look no further than Douglas Steers. This team will tell you openly and honestly what must be done and what should not be done.

Personally, I have always struggled to believe that a financial planner is genuinely trying to help rather than simply earn their fees.

My experience with David and his team was the complete opposite.

I cannot recommend enough.

Justin has been really helpful in assisting me with transferring one of my pension funds into a better performing fund.

Thank you Justin!

We can’t recommend Justin at Douglas Steers enough. Very professional, friendly and efficient explaining everything very clearly in easy to understand terms. Absolutely brilliant at sorting out our pension requirements and most importantly trustworthy. Justin is always easily contactable at the end of the phone or email whenever the need arises, we can’t recommend them enough.

I rarely write reviews, but my satisfaction with Douglas Steers compelled me to share my experience. From start to finish, everything was handled with the utmost professionalism by Jake Greenleaf. I recently started letting Douglas Steers look after my pensions / finances after taking early retirement and I must say, the experience has been outstanding. From the moment I was greeted warmly by the knowledgeable and friendly Jake to the finalising of putting things in place for me. He took the time to listen to my concerns and provided expert advice on what I was looking for. What impressed me the most was the transparency and honesty exhibited throughout the process. Jake kept me informed every step of the way, explaining everything in detail and answering all the questions I had. I highly recommend Douglas Steers to anyone in need of reliable and trustworthy financial advice. Their exceptional service, expertise, and dedication to customer satisfaction have earned my trust and loyalty.

We've found Douglas Steers to be a professional and trustworthy company. Our adviser Calum provided great support during the setting up of our pension accounts and has continued to provide invaluable support. He responds quickly and fully to our queries.

I went to Toby a few years ago with a mess of pensions that simply needed consolidating.
That decision has, to date, been a wise one with some excellent performance. As I approach retirement, caution is key but so is starting to, unfortunately, having to think about future planning.
The conversations have turned from something fairly simple to a more complex, thought provoking discussion.
I am not used to buying advice; however, it has proved to be a positive experience and I truly hope this continues.

A very friendly, trustworthy and knowledgeable service has been provided for us from Douglas Steers.
Jake has really looked after us with regards to consolidating our pensions and with a recent draw down.
Very happy indeed!

Tasked with combining multiple pensions, and developing a coherent investment strategy for my retirement, Toby Steers, did a superb job. The solution he provided was tailored to my needs, easy to understand, and most importantly has achieved inflation busting growth. I highly recommend both the company, and specifically Toby as an advisor.

Justin has done a brilliant job of sorting out a mess of old pensions I had accumulated over my working life. Thanks to him, everything is now much simpler, straightforward and easier to understand. He has alleviated the uncertainty and anxiety I felt about retirement. He has the ability to explain things in a clear and easy to understand way and is now handling my wife's pension too. We are both very happy with the service we have received from Justin at Douglas Steers & Company.

Henry was extremely helpful with guiding us through the process of cumulating our pension so our future look much brighter & w ex are looking forward to retirement
Many thanks

Toby Steers and his team have provided a top class service. A person and company that you can genuinely trust with your financial assets. Highly recommend!

Having been with this company since 2018 have been excellent my investment has been steady. My relationship with them has been first class, My wife also have investments with them and we are both very happy to recommend them to anyone who asks for help with their finances.

I retired a year ago and contacted Douglas Steers & Co. who were listed in the approved Financial Advisors provided by my company.

I was contacted by Toby Steers prior to my retirement date and he came to my house for the initial meeting. Toby guided me through my options and I felt extremely comfortable with proceeding with a pension.

Toby explains things clearly and responds very quickly when I have any queries. I particularly like Toby being my single point of contact as this brings consistency, trust and is a big plus for me.

I’ve been with Douglas Steers for over a year and we have just met for our annual review. Toby took all the stress out of ensuring that I selected a pension to suit my own needs and is available throughout the year.

Gabrielle

If you’re looking for a very safe pair of hands for your hard earned pension then I would definitely recommend Niah Elliston at Douglas Steers. Pensions are a mine field but Niah is very knowledgeable, happy to explain everything in detail and keen to ensure you fully understand the impact of any recommendations. I am so impressed with the early results following Niah’s recommendations. I’d definitely recommend that you contact him if you’re looking to maximise the return on your pension investments. He’s also a pleasure to deal with!

I was put in touch with Douglas Steers by PensionWise to consider my pension options and to receive guidance and advice. I received great service from an experienced and knowledgeable adviser, who took great care to understand my circumstances and preferences and then to explain my options in detailed and comprehensible language.
My adviser took great care to contact me at a convenient time, offered to meet me face to face (but I suggested that a long journey was not necessary and we met via Teams online). My adviser sought authorisation to contact my pension providers.
Detailed literature and email contact supplemented the face to face meetings. At all times I felt confidence in the level of understanding displayed by my adviser, and in the clear guidance offered, backed up by deep, current and comprehensive knowledge of the financial and tax complexities that I could face in making my choices.
I also appreciated the friendly approach to our conversations. Thank you.

Have been using Douglas Steers in excess of 20 years and have always had an excellent service from David. We meet him at least twice a year and he looks after investments and pensions. Wouldn’t use anyone else - I trust the company with my life.

To appreciate why I have given 5 stars you need to know that I am approaching retirement, I'm single, live on my own and had absolutely no idea what kind of pensions I had or how they worked.
Justin has done a fabulous job in explaining everything in layman terms. He gently guided me through the process and paperwork, keeping me updated all the way and never pushing me into doing something I wasn't sure about.
Now I've been with Douglas Steers for just over a year, I feel confident that my pension is in the right hands. It honestly feels like a weight has been lifted off of my shoulders.

Justin is very approachable, answering a lot of questions about our pensions. He goes beyond the expected service and has settled our minds about financing our retirement.