Davidsons Independent Financial Advisers Limited
aka DAVIDSONS, Courtiers, Davidsons Independent Financial Advisers Limited
About
Courtiers specialises in wealth management, with a range of private client and corporate client services to support individuals, families and businesses.
Source: courtiers.co.ukContact & Location
Regulatory Information
- FRN
- 224407
- Status
- Authorised
- Date Authorised
- 9 July 2003
- Years Authorised
- 22 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04451768
- Company Status
- Active
- Incorporation Date
- 30 May 2002
- Directors
- 2
- Accounts Category
- Full
- Last Accounts Filed
- 31 March 2024
- SIC Codes
- 82990
Team (20)
Julian Jousiffee Barker
ApprovedCertifiedJames Stewart Shepperd
ApprovedCertifiedGary Derek Reynolds
ApprovedCertifiedDavid John Robinson
CertifiedSteven Mark Lyon
CertifiedZhuoying Yu
CertifiedJuber Khan
CertifiedRhys Morgan
CertifiedJames Dickens
CertifiedAdrian John Russell
CertifiedMohammed Hassan Latif
CertifiedCallum Rowe
CertifiedAdam Gabbetis
CertifiedAbayomi Faruk Bashorun
CertifiedCraig Davidson
No longer requiredStephen Holland-Morgan
ApprovedCertifiedJonathan Stuart Cotty
ApprovedCertifiedRichard Andrew Sykes
CertifiedAlexandra Jane Gower
CertifiedRobert Jack Smith
No longer required
Google Reviews
2 reviews on Google
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Quick Facts
- Okehampton, South West
- 22 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 04451768
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.