Gregor Davidson
I have over 30 years experience in Financial Services starting with Prudential in 1985, before working with Lloyds, HBOS, and latterly the Wealth Management arm of the bank.
Since being invited to join St. James's Place in 2010, I have continued to build on my knowledge and experience and now offer specialist advice in many areas of financial planning including tax efficient investment planning, pension planning, long term care and trust and estate planning. In addition to the Diploma in Financial Planning I hold the professional qualification in the Society of Trust and Estate Practitioners (STEP).
*Trusts are not regulated by the Financial Conduct Authority.
About
Gregor Davidson Wealth Management offer face-to-face advice and specialise in meeting the financial needs of people who have created more wealth, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.
I firmly believe in establishing strong, long term relationships with my clients, carrying out regular reviews to make sure we take account of any changing circumstances and offering solutions to them. I can offer a single relationship for all your financial needs which is rare in today’s market.
I have built our business based on introductions from existing clients which is testament to how they value the financial advice and personal service I provide to them.
I also offer a personal wealth management service, we do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs.
Most of my spare time is spent with my wife Margaret and my children Zack and Gabby. Any other free time is spent playing golf and 5 a side football.
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More about St. James's Place
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.
St. James's Place Guarantee
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 29/01/2024
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.
