Director - Financial Planning
Current
Mar 2023 - Present
AeroLeads people directory · profile
Barry Davidson Email & Phone Number
Chartered Financial Planner | Family Wealth Management | Planning for Retirement | Cashflow Modelling | Coach
at
Evelyn Partners
1 work email found
@tilney.co.uk
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Planner | Family Wealth Management | Planning for Retirement | Cashflow Modelling | Coach
Location
Dundee, Scotland, United Kingdom
Who is Barry Davidson? Overview
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Quick answer
Barry Davidson is listed as Chartered Financial Planner | Family Wealth Management | Planning for Retirement | Cashflow Modelling | Coach at Evelyn Partners, based in Dundee, Scotland, United Kingdom. AeroLeads shows a work email signal at tilney.co.uk and a matched LinkedIn profile for Barry Davidson.
Barry Davidson previously worked as Director - Financial Planning at Evelyn Partners and Associate Director - Financial Planning at Evelyn Partners. Barry Davidson holds Ba(Hons), Commerce from Abertay University.
Company email context
Email format at Evelyn Partners
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{first}.{last}@tilney.co.uk
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AeroLeads found 1 current-domain work email signal for Barry Davidson. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management, Investment Management, Pensions, Estate Planning, and 22 others.
Current workplace
Barry Davidson's current company
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11 roles
Barry Davidson work experience
A career timeline built from the work history available for this profile.
Associate Director - Financial Planning
Apr 2022 - Mar 2023
Financial Planner
Mar 2020 - Apr 2022
Head Of Financial Planning
Jun 2014 - Mar 2020
Chartered Financial Planner
Jan 2012 - Jun 2014
Part Time Lecturer & Tutor
Part time Lecturer & Tutor on Diploma in Professional Legal Practice post graduate programme
Sep 2012 - May 2016
Private Client Manager
May 2004 - Nov 2011
Sales Manager
Aug 2002 - May 2004
Financial Planning Consultant
Dec 1999 - Aug 2002
Financial / Managing Consultant
Apr 1996 - Dec 1999
Customer Adviser
Jul 1985 - Apr 1996
2 education records
Barry Davidson education
Ba(Hons), Commerce
Education record
Harris Academy, Dundee
FAQ
Frequently asked questions about Barry Davidson
Quick answers generated from the profile data available on this page.
What company does Barry Davidson work for?
Barry Davidson works for Evelyn Partners.
What is Barry Davidson's role at Evelyn Partners?
Barry Davidson is listed as Chartered Financial Planner | Family Wealth Management | Planning for Retirement | Cashflow Modelling | Coach at Evelyn Partners.
What is Barry Davidson's email address?
AeroLeads has found 1 work email signal at @tilney.co.uk for Barry Davidson at Evelyn Partners.
Where is Barry Davidson based?
Barry Davidson is based in Dundee, Scotland, United Kingdom while working with Evelyn Partners.
What companies has Barry Davidson worked for?
Barry Davidson has worked for Evelyn Partners, Thorntons Investments, Thorntons Investment Management Ltd, The University Of Dundee, and Standard Life.
How can I contact Barry Davidson?
You can use AeroLeads to view verified contact signals for Barry Davidson at Evelyn Partners, including work email, phone, and LinkedIn data when available.
What schools did Barry Davidson attend?
Barry Davidson holds Ba(Hons), Commerce from Abertay University.
What skills is Barry Davidson known for?
Barry Davidson is listed with skills including Wealth Management, Investment Management, Pensions, Estate Planning, Inheritance Tax Planning, Retirement Planning, Investment Strategies, and Holistic Financial Planning.
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