Davidson Wealth Management Ltd
Lifetime financial planning
Davidson Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (https://register.fca.org.uk) under reference 737351.
Davidson Wealth Management Ltd is registered in Scotland under registration number SC371350 at The Old Manse of Bourtie, Inverurie, Aberdeenshire, AB51 0JS, UK.
The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The Financial Conduct Authority does not regulate tax planning or trust and estate planning advice.
About Us
Blair Davidson, Director
Blair’s career in financial services began over 20 years ago, when he joined an American firm specialising in investments and stock-broking services.
After a few years in the industry, it became clear to Blair that what his clients really needed was lifetime financial planning, not just investment advice.
Client after client wanted to know how they could retire earlier, how they could save more, how they could protect their families and how they could manage their taxes – all in ways they could understand and afford.
After meeting so many hard-working people who knew where they wanted their lives to go, but not how they could get there, Blair knew that he had to offer every client a holistic financial plan.
In 2010, Blair established Davidson Wealth Management Ltd to identify the shortfall between where clients were and where they needed to be – and provide the tax, investment, pension and insurance advice to help them bridge that gap.
Blair understands that everyone has their own story, goals and dreams. To deliver a bespoke financial planning service, he only provides face-to-face advice.
The son of an Aberdeenshire farmer, Blair still lives and works near Inverurie with his partner Christine and their four children. Working in the financial services industry remains a great pleasure to him, as does bringing up his family in such beautiful surroundings.
No matter how complex your financial, family or business matters are, Blair has the experience to provide simple, practical, deliverable financial solutions.
Our Services
Tax Planning
Wealth Management
Investments
Pensions
Life Insurance
Trusts and Estate Planning
Contact
Davidson Wealth Management Ltd
The Old Manse of Bourtie
Inverurie, Aberdeenshire AB51 0JS
United Kingdom
Should your circumstances require that you need information from our website in a different format, please contact us directly and we will do our best to help.
If you wish to register a complaint, please contact us using the details above. A copy of our internal complaints procedure is available upon request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on +44 (0)800 0234567.
