
Roy Davidson
A graduate in statistics, Roy has over 30 years’ experience in financial services. He previously worked on... | Newcastle Upon Tyne, England, United Kingdom
*50 free lookup(s) per month.
No credit card required.
Roy Davidson’s Emails ro****@vi****.net
Roy Davidson’s Phone Numbers No phone number available.
Social Media
Roy Davidson’s Location Newcastle Upon Tyne, England, United Kingdom
Roy Davidson’s Expertise A graduate in statistics, Roy has over 30 years’ experience in financial services. He previously worked on the distribution side of the industry for several life offices before, becoming an independent financial advisor in 1995. Roy provides both personal advice to individuals and trustees and corporate advice and guidance to employers and pension scheme trustees. Personal advice includes investments, pensions (including defined benefits) and protection. Corporate advice to employers includes complying with auto enrolment legislation, reviewing ongoing appropriateness of existing pension arrangements and protecting the business from the death or serious illness of key employees or directors. Guidance to pension scheme trustees is for both defined benefit schemes and defined contribution schemes on the ever-challenging funding issues (defined benefit) and need for reviewing existing governance procedures. Roy has a number of industry recognised qualifications, including: FPMI – Fellow of the Pensions Management Institute FPFS – Fellow of the Personal Finance Society CFP – Certified Financial Planner Chartered MCSI Chartered Financial Planner The diversity of Roy's qualifications reflects the level of experience in both the holistic financial planning market (personal clients) and the corporate financial planning market (executives, shareholders and businesses).
Roy Davidson’s Current Industry Womble Bond Dickinson Wealth
Roy
Davidson’s Prior Industry
Various Companies
|
Abbey National Ifa
|
Bluefin Wealth Management
|
Womble Bond Dickinson Wealth
Not the Roy Davidson you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Womble Bond Dickinson Wealth
Wealth Advisor
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bluefin Wealth Management
Financial Planner
Sun Aug 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Abbey National Ifa
Financial Adviser
Fri Dec 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)
Various Companies
Business Development Consultant for product providers
Tue Sep 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time)