John Scott Davidson Email & Phone Number

Enjoying a career in Financial Services for over 16 years, and the Director of John Scott Davidson Ltd, a Partner Practice of St. James's Place Wealth Management.I provide an all round financial planning service to individuals and businesses including Efficient Profit Extraction, Portfolio Construction, Tax Planning, Retirement Provision and Protection/Risk Management. Auto enrolment is also an area that I am becoming more involved with.I strive to offer my clients private wealth management founded on excellent customer service, quality and integrity. This is why my business continues to grow through personal introductions and recommendations.As a Partner Practice of St. James’s Place Wealth Management based in Edinburgh, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support. Please feel very welcome to get in touch.Specialties: Holistic Financial Planning, Investment Planning, Protection Planning, Retirement Planning, Estate Planning, Private Wealth Management, Family Businesses, Delivering Exceptional Customer ServiceThe value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Auto-Enrolment products are not regulated by the Financial Conduct Authority.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 27/08/2024

Listed skills include Pensions, Wealth Management, Investments, Strategic Financial Planning, and 20 others.