Davidsons IFA

Independent Financial Adviser  Davidsons I F A Ltd, Okehampton, Devon, EX20 1AN
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FCA authorised
Last authorised 25th October 2021
Established in 2001, Davidsons has developed a strong local reputation for straightforward, honest financial advice based on what’s right for you, with no sales spin. We’re fiercely independent and here for you every step of the way.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Rob Smith
Associate Director
MR David Robinson
Senior Financial Adviser
MR Richard Sykes
Associate Director
MR Craig Davidson BA (Hons), DipPFS
Managing Director
Mr Jonathan Cotty
Financial Adviser
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. Either way, we can guarantee friendly, honest and above all independent financial advice.

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 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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Davidsons I F A Ltd, 23 Fore Street, Okehampton, Devon, EX20 1AN

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