Davidsons Portfolio Management Ltd
aka Davidsons, Davidsons Portfolio Management Ltd
About
top of page Davidson Wealth Management Ltd Lifetime financial planning Davidson Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register ( https://register. Davidson Wealth Management Ltd is registered in Scotland under registration number SC371350 at The Old Manse of Bourtie, Inverurie, Aberdeenshire, AB51 0JS, UK. ...
Source: dwmfinancial.comContact & Location
Specialisms
Regulatory Information
- FRN
- 796573
- Status
- Authorised
- Date Authorised
- 22 June 2018
- Years Authorised
- 7 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Managing investments
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓Arranging safeguarding and administration of assets
- ✓Arranging (bringing about) deals in investments
Companies House
- Company Number
- 11001999
- Company Status
- Active
- Incorporation Date
- 9 October 2017
- Directors
- 2
- Accounts Category
- Full
- Last Accounts Filed
- 31 March 2024
- SIC Codes
- 66190
Team (8)
Gary Derek Reynolds
ApprovedCertifiedJames Stewart Shepperd
ApprovedCertifiedJulian Jousiffee Barker
ApprovedCertifiedCraig Davidson
No longer requiredAndrew Thomas Woollacott
ApprovedCertifiedStephen Holland-Morgan
ApprovedCertifiedKirsty Lee Sibley
CertifiedAndrew David James
Certified
Quick Facts
- Okehampton, South West
- 7 years FCA-authorised
- 8 registered individuals
- 2 specialisms
- 6 FCA permissions
- CH 11001999
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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.