Davidsons IFA

Independent Financial Adviser Davidsons I F A Ltd, 23 Fore Street, Okehampton, Devon, EX20 1AN
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th August 2018
We are fiercely Independent Investment Specialists. We don't take commission from anyone and we won't pay for leads.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Long term care
Meet our advisers
Craig Davidson BA (Hons), DipPFS
Managing Director
Mark Brumham
Associate Director
Richard Sykes
Associate Director
Rob Smith
Associate Director
David Robinson
Financial Adviser
Where to find us
About us

We are Independent Financial Advisers directly authorised by the FCA. We believe in the principle of independent advice, focusing on the client, not sales. We build portfolios for all clients, regardless of how much they are investing. As investment funds are at the core of most pensions, savings and investments, we take it seriously - we asset allocate and research funds to build the portfolio and provide six monthly reviews to ensure performance over the long term.

We can meet you in person in our offices, at your home or online with our skype service, Reckitt House (see our website). Either way, we can guarantee friendly, honest and above all independent financial advice.

When looking for an IFA you may come across many search engines. Some of these ask advisers to pay for leads. We believe that is wrong - how can you trust a search engine which only directs you to the advisers who pay the most? To find your adviser, we would suggest using a directory with your post code. You can then choose the adviser profile you feel most comfortable with.

Good luck and we hope to hear from you.

Our services

We will meet with you to find out what you are looking for. We will establish your attitude to risk and investment timescale and research the whole market, assessing each option, reporting back to you with our findings - all before we make any charge. If you are happy to proceed with any suggestion, then we will process the transaction, be that an investment, pension or simply setting up life cover. We will then keep in touch, providing six monthly valuations to ensure the performance is as expected over the long term.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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