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
9.5 /10
FCA verified
9th December 2019
We are fiercely Independent Investment Specialists.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Long term care
Meet our advisers
David Robinson
Financial Adviser
Rob Smith
Associate Director
Richard Sykes
Associate Director
John McVean
Independent Financial Adviser
Craig Davidson BA (Hons), DipPFS
Managing Director
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.