Ilfracombe Harbour, Devon

Blog

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Davidsons continues to expand its adviser team – welcome to Alex Gower

We are pleased to welcome Alex to our team, a Chartered Financial Planner with a background in independent financial advice for both personal and corporate clients.   Alex is accredited by the Chartered Insurance Institute/Personal Finance Society with a maths degree and two financial planning diplomas, including the Advanced Diploma in Financial Planning, under her belt.  She advises on most

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What are your options after the mortgage payment holiday deadline?

EDIT and UPDATE: Please note that since this article was written in October, the November lock down was announced and the FCA has proposed new payment holiday deadlines for borrowers of 31st January 2021. Please use the link at the bottom of this article to see the latest information. On the 31st October, an agreement

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Experienced chartered financial planner joins our team

Welcome to Jonathan Cotty, Chartered FCSI, who joined our team of advisers in October. With over 20 years’ experience in financial services, Jonathan is qualified to chartered status and brings expertise from the City, the heart of London’s financial district, along with experience in award winning investment teams. Jonathan is a Fellow of the Chartered

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Income protection – how will you protect your family’s lifestyle?

Have you considered what would happen to your family outgoings if you were injured or became too ill to work? Perhaps you’re part of a company sick pay scheme or you’re relying on the statutory sick pay (SSP) of £95.85 a week for 28 weeks – would this support your bills and lifestyle?  For the

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We’re in a recession – what’s happening to the financial markets?

In view of the recent announcement that the UK has now entered its deepest recession since records began, let’s take a deep breath and think about what this really means in the financial markets. Further to the Coronavirus pandemic, it’s no surprise that the country finds itself in this position. With this foresight, the financial

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The financial markets and the face mask perspective

Face masks are a hot topic at the moment.  Some medics and scientists say there is clear evidence they reduce transmission of Covid-19, while critics argue they are ineffective and instil fear in the community. Everyone has an opinion. For our part, we can be flexible in our offices and, as well as social distancing

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Face masks and our offices

UPDATED: On the 8th August, the government announced  the mandatory wearing of face masks in a host of new areas, as well as retail which was introduced in July.  If you are concerned in any way, please call our office to chat to our team. On the 24th July, the government introduced the mandatory wearing

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We’re recruiting! Level 4 Financial Adviser

We’re recruiting! We’re looking for a financial adviser, based at our Devon office in Okehampton and visiting clients in their homes where required. This is a great opportunity to work for a long-established firm of independent financial advisers, with an existing client base provided. This is in an employed role with salary plus bonuses. You

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Our offices are now open!

We are now fully open and welcoming clients into our offices in Okehampton and Wadebridge. Our advisers have been helping clients throughout lockdown on the phone and via systems such as Skype, however we are now able to see you face to face at our offices or at your home. All social distancing and sanitising

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Coronavirus update – Our return

10th June 2020. As the Government prepares to make a statement later today about the further easing of lockdown restrictions I thought it would be a good time to update you on our position and our plans for re-opening our offices. Since the start of lockdown, our advisers have been working from home, holding client

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Lessons from COVID

Its interesting the things we’ve learnt since March 23rd. If you had asked me in February about staff working from home I would have said, no way Jose! That is simply not something we do. The advisers meet clients. That’s how we do business. How would they do that from home? The admin staff come

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