Emsworthy Mire, Dartmoor National Park, Devon

About us

In 2001, I set up Davidsons because I wanted to talk to people, to listen to their aspirations and concerns and to help them to live the life they wanted. I didn’t just want to ‘sell products’ to clients and I wanted to move away from the hard sell and sales focus I’d found in other banking or financial organisations.

Fast forward almost 20 years and we now have a team of highly qualified and professional advisers helping clients with their pensions, investments, mortgages and all-round financial planning.

We have offices in Okehampton and Wadebridge and from these we are able to provide support to our clients throughout Devon and Cornwall either at the office or by coming to your home.

Thank you for visiting our website and finding out what we can do for you.

Local

With offices in Okehampton and Wadebridge, we’re local to you.

Independent

We’re fiercely independent, so you’ll always get the advice that’s right for you.

Experienced

Our financial advisers have decades of experience, so you know you’re in safe hands.

The right advice for you

We passionately believe that only by listening to you and understanding your unique concerns can we provide the right advice. We don’t have a pre-selected list of products we want to sell and will search the entire market to find the best solution for you.

Clear and transparent

Whether it’s pension, mortgage or investment advice, our process and our fees are clear and transparent and our service is accessible to all.

What our clients say

 

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of respondents think that working with us has helped them achieve their financial goals

 

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are satisfied that we listen to them and understand their needs, goals and objectives

 

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would recommend us to their friends and family

 

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are satisfied with the quality of our mortgage service

Copyright © Davidsons IFA Limited 2020