Davidsons IFA

Independent Financial Adviser  Davidsons, Wadebridge, Cornwall, PL27 6FT
First meeting at adviser's own cost
Established in 2001, Davidsons has developed a strong 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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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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Traded endowment policies
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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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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR 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

Mr Craig Davidson
Managing Director
About us

We are independent financial advisers directly authorised by the FCA, with offices in Wadebridge and Okehampton, seeing clients across Cornwall and Devon. We believe in the principle of independent advice, focusing on the best outcome for you, not sales. We build portfolios for all clients, regardless of how much they are investing. We provide three or six monthly reviews to report on performance.

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

Our services

We will meet with you for an initial consultation at no cost to you. We will talk to you about your attitude to risk and investment timescales and will 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, whether that's an investment, pension or setting up life cover, we will set that up for you. We will then keep in touch and provide regular valuations to ensure the performance is as expected over the long term.

Where to find us
Head office address: Davidsons, 2 Gluvian House, Gonvena Hill, Wadebridge, PL27 6FT
Preferred clients
Minimum wealth (income/assets)
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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
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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