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.
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About Us
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Blair Davidson, Director
Blair began his career in financial services over 25 years ago with a US-owned firm specialising in investment management and stockbroking.
Early in his career, he recognised that clients required more than portfolio advice. They wanted structured, long-term planning: clarity on retirement timing, tax efficiency, family protection and capital accumulation, delivered in a manner that was practical and proportionate.
In response, Blair established Davidson Wealth Management Ltd in 2010 to provide integrated financial planning. The firm focuses on identifying the gap between a client’s current position and their stated objectives, and implementing coordinated strategies across pensions, investments, taxation and protection.
Blair provides personalised, face-to-face advice.
Raised in Aberdeenshire and the son of a local farmer, Blair lives and works near Inverurie with his partner and their four children.
He advises on complex personal and business financial matters, delivering clear, practical and implementable strategies.
Our Services
Tax Planning
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Wealth Management
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Investments
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Pensions
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Life Insurance
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Trusts and Estate Planning
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Contact
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Davidson Wealth Management Ltd
The Old Manse of Bourtie
Inverurie, Aberdeenshire AB51 0JS
United Kingdom
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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.
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