Davidsons IFA

Independent Financial Adviser  Davidsons I F A Ltd, Okehampton, Devon, EX20 1AN
First meeting at adviser's own cost
We are fiercely Independent Investment Specialists.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
9.5/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
David Robinson
Financial Adviser
Rob Smith
Associate Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Richard Sykes
Associate Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

John McVean
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Craig Davidson BA (Hons), DipPFS
Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

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.

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.

Where to find us
Head office address: Davidsons I F A Ltd, 23 Fore Street, Okehampton, Devon, EX20 1AN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 0.44 mi
 
 
Independent Financial Adviser 14.44 mi
 
 
Independent Financial Adviser 14.58 mi
 
 
Independent Financial Adviser 15.47 mi
We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.