Craig Davidson
LLB (Hons), PGDip, Dip PFS, Cert CII (MP)
I have been a financial planner since 2018 having previously worked in the tax department of a large accountancy firm. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I also advise a number of companies and sole traders.
I still feel an amazing privilege and responsibility in dealing with my clients financial plans and goals for the future. My clients are based all over the UK and Scotland, but mainly in the Central Belt and Aberdeen/Aberdeenshire areas.
I believe the key aspect of an adviser relationship is getting to know your client on a personal level and engaging with advice in a holistic manner whilst listening to what really matters to them. My spare time tends to revolve around my family, friends and staying active. This being playing/watching rugby, cycling, running, golf, climbing Munros, going to the gym/CrossFit all on a fair weather basis of course!
About
I provide financial planning advice to individuals and businesses in and around the City of Edinburgh and more widely across the UK.
C. Davidson Financial Planning was established in 2019, when its Principal Craig Alexander Davidson accepted an invitation to join St. James's Place.
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We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 07/11/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
