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