Cornwall Beach

Saving and investing

Making the right decisions about your savings can help you to build a secure nest egg for the future.

We have a core belief that a ‘portfolio’ approach to your investments can benefit almost all investors, regardless of the amount you have to put away. The approach is based on spreading your investment across a range of asset classes (such as stocks and shares, property funds, bonds, cash) sectors and funds – effectively building a diversified portfolio.

We will build this portfolio with you, based on your attitude to risk, as well as your current and future needs. Our experience in working with clients to nurture their investments means we’re perfectly placed to help you make the most of your money.

Building a portfolio

Spread your exposure across a variety of asset classes, geographical areas and fund managers.

Managing risk

We’ll tailor an investment plan to your attitude to risk, which we’ll go through with you in detail.

Ethical investments

We can advise on the best ethical investment options, making the most of your money in socially responsible, ethical funds.

Your investment experts

Whether you become a Davidsons client or not, if there is one thing you should take away from visiting this site it is this: how you approach the underlying investment within your pension, ISA, or savings has a fundamental bearing on your long-term returns.

Our ‘portfolio’ approach helps you to manage risk through diversification. Using specialist software and our extensive expertise, we’ll look after your money proactively and as carefully as you’d manage it yourself. Get in touch today to find out how.

Note: The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

What our clients say

I have found Davidsons to be very helpful in obtaining my Equity Release, and in continuing to help when I need to draw down more money from my facility.
Friendly service giving sound advice and a good range of options. Very professional and trustworthy advisers. Highly recommended.
I have always had pleasant and informative discussions with my financial adviser and have come away knowing that my money is in good hands.
Davidsons’ staff are always friendly but also very professional. I feel my finances are in good hands. They are also very patient, explaining all the complex issues of finances to a complete numpty!
Davidsons are approachable, informed and local.
The service I have received from Davidsons is excellent; their staff are all friendly and helpful. I would recommend them for all financial advice.
I am always satisfied with the excellent and professional service given.
I have complete trust in the financial advice and services provided by Davidsons, and am more than happy with their support and value for money. Good advice isn't always about what you want to hear, it is about what you need to hear!
Chris is a nice approachable bloke who was easy to talk to. He then got me a great mortgage deal while being kind and showing real empathy with the frustrations of my house purchase.
Davidsons are friendly, reliable and quick to respond.
A solid, reputable, trustworthy and dependable company, who in the time I have used them for my pension fund have always given correct advice.
Approachable and friendly firm providing expert advice that is value for money.
Being totally inept when it comes to finance, it was vital for me to find a company to suit all my needs. Richard Sykes has been absolutely superb and after just a very short time I knew I was in safe hands. He always has time for me, and he made the whole experience so much easier than I thought it would be. Thank you, Davidsons!
Open and honest. Good sound advice.
Davidsons give me clear and concise information in language I understand. The options, advice and assistance provided were all clearly explained and at no time did I feel there was any pressure. A great, friendly, easy relationship between adviser and client.
Choosing a financial adviser is particularly difficult - nobody I knew would recommend one - even the ones they were using themselves! After six months of searching I came across Davidsons and found the chemistry, trust and advice I was seeking. 11 years on, I would still recommend them.
I cannot recommend Davidsons enough. They have managed my financial affairs for the last 10 years. They have always been very helpful and have explained everything in simple English as to how to proceed with my affairs.
I have always found the advice to be professional and given by personable advisers.
I have a small pension, which has given great returns. We are about to reinvest due to the great advice given.
At our age, we appreciate the sense of security that your service provides.
The advisers that I have had dealings with have all been very knowledgeable in their field. It has been a hassle-free experience with Davidsons and if ever I have had a question, they have always got back to me very quickly.
We have found Davidsons to be very understanding of our need for future financial security as we approached retirement. This has helped us to achieve what we need from our investments and pensions in a very friendly, informative and professional manner.

Mrs J Chandler

Okehampton

Mr K Short

Beaworthy

Mrs J Kenny

Devon

Mrs J Turner

Exbourne

Mr P Randall

Tavistock

Mr C Stapleton

Winkleigh

Marie Turner

Martyn Lawrence

Mr A Cross

Okehampton

Mrs D Warner

Okehampton

Mr D Holdsworth

Devon

Mr M Treacher

North Tawton

Mr P Watts

Ludlow

Mr G Dorr

Cullompton

Mr S Boon

St Mabyn, Cornwall

Mr E Greenwood

Dorset

Mrs M Poole

Winkleigh

Mr W Langford

Redruth

Barry William Lindsay

Mr J Mitchell

Wiltshire

Mr N Causley

Lyme Regis

Mr & Mrs Johnson

Okehampton

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

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