Barry Davidson

Barry Davidson Email and Phone Number

Chartered Financial Planner | Family Wealth Management | Planning for Retirement | Cashflow Modelling | Coach @ Evelyn Partners
Barry Davidson's Location
Dundee, Scotland, United Kingdom, United Kingdom
Barry Davidson's Contact Details

Barry Davidson work email

Barry Davidson personal email

About Barry Davidson

I am a Chartered Financial Planner with extensive experience of advising individual clients and families.I work with my clients to help them identify their priorities, focus on what is important to them and encourage them to build and enjoy their wealth, while at the same time being prepared for the 'what ifs'. I believe that the financial plan I create with them is a working document which evolves with them and their family as time passes.Specialities: Holistic planningPre & Post Retirement planningInheritance Tax / Wealth planning within familiesCashflow modelling / lifetime financial forecastingIn addition to my role as a Chartered Financial Planner I am currently formalising my coaching knowledge and experience by studying for a Level 5 Certificate in Effective Coaching & Mentoring.

Barry Davidson's Current Company Details
Evelyn Partners

Evelyn Partners

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Chartered Financial Planner | Family Wealth Management | Planning for Retirement | Cashflow Modelling | Coach
Barry Davidson Work Experience Details
  • Evelyn Partners
    Director - Financial Planning
    Evelyn Partners Mar 2023 - Present
    Dundee, Scotland, United Kingdom
    View
  • Evelyn Partners
    Associate Director - Financial Planning
    Evelyn Partners Apr 2022 - Mar 2023
    Dundee, Scotland, United Kingdom
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  • Evelyn Partners
    Financial Planner
    Evelyn Partners Mar 2020 - Apr 2022
    Dundee, Scotland, United Kingdom
    View
  • Thorntons Investments
    Head Of Financial Planning
    Thorntons Investments Jun 2014 - Mar 2020
    Dundee, United Kingdom
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  • Thorntons Investment Management Ltd
    Chartered Financial Planner
    Thorntons Investment Management Ltd Jan 2012 - Jun 2014
    Dundee, United Kingdom
    View
  • The University Of Dundee
    Part Time Lecturer & Tutor
    The University Of Dundee Sep 2012 - May 2016
    Part time Lecturer & Tutor on Diploma in Professional Legal Practice post graduate programme
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  • Standard Life
    Private Client Manager
    Standard Life May 2004 - Nov 2011
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  • Standard Life
    Sales Manager
    Standard Life Aug 2002 - May 2004
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  • Standard Life
    Financial Planning Consultant
    Standard Life Dec 1999 - Aug 2002
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  • Prudential Assurance
    Financial / Managing Consultant
    Prudential Assurance Apr 1996 - Dec 1999
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  • Clydesdale Bank
    Customer Adviser
    Clydesdale Bank Jul 1985 - Apr 1996
    View

Barry Davidson Skills

Wealth Management Investment Management Pensions Estate Planning Inheritance Tax Planning Retirement Planning Investment Strategies Holistic Financial Planning Investment Advisory Investments Financial Services Wealth Management Services Financial Planning Financial Advisory Protection Strategic Financial Planning High Net Worth Individuals Finance Wealth Retirement Savings Income Protection Asset Allocation Trusts Pension Funds Personal Financial Planning

Barry Davidson Education Details

Frequently Asked Questions about Barry Davidson

What company does Barry Davidson work for?

Barry Davidson works for Evelyn Partners

What is Barry Davidson's role at the current company?

Barry Davidson's current role is Chartered Financial Planner | Family Wealth Management | Planning for Retirement | Cashflow Modelling | Coach.

What is Barry Davidson's email address?

Barry Davidson's email address is ba****@****ail.com

What schools did Barry Davidson attend?

Barry Davidson attended Abertay University, Harris Academy, Dundee.

What are some of Barry Davidson's interests?

Barry Davidson has interest in Rugby, Golf, Running.

What skills is Barry Davidson known for?

Barry Davidson has skills like Wealth Management, Investment Management, Pensions, Estate Planning, Inheritance Tax Planning, Retirement Planning, Investment Strategies, Holistic Financial Planning, Investment Advisory, Investments, Financial Services, Wealth Management Services.

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