Davidson Financial Planning - Wealth Management
At Davidson Financial Planning we strive to give clear and straight forward financial advice to all generations. We are aware that our clients’ needs evolve over time and hope to build long-term relationships in order to help them with their objectives now, and in the future.
Jane Davidson has been an Associate Partner Practice of St. James’s Place since November 2007. In 2017 when Jane’s daughter, Victoria joined the Practice, Davidson Financial Planning was established. Jane and Victoria enjoy sharing their skills and working together to ensure the best possible outcomes for their clients.
Speak to us about:
Pension and Retirement Planning
Investment and Savings Planning
Inheritance Tax Planning and Gifting
Legacy planning and Will reviews*
Advice for Trusts and Trustees*
Advice for Business Owners.
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.
Where to find us
No obligation Wealth and Will check*Terms and Conditions Apply
No obligation Wealth and Will check with any appointment made. Referrals to the St. James’s Place panel of solicitors if needed.*
*Will writing involves the referral to a service which is separate and distinct to those offered by St. James’s Place. Wills and Trusts are not regulated by the Financial Conduct Authority.
Offer Updated yearly