Lifestyle Financial Planner
I strive to give clear and straight forward financial advice across all generations. I am aware that individuals needs evolve over time, I hope to build long-term relationships in order to help you with your objectives now, and in the future.
Speak to me if you are employed, self-employed or a small business owner and need help with the following:
• Pension and retirement planning
• Savings and investment planning
• Inheritance tax and estate planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
Davidson Financial Planning is an Appointed Representative of and only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place Representatives.
No obligation financial review
No admin fee on mortgage applications