Roy Davidson Email & Phone Number

A graduate in statistics, Roy has over 30 years’ experience in financial services. He previously worked on the distribution side of the industry for several life offices before, becoming an independent financial advisor in 1995. Roy provides both personal advice to individuals and trustees and corporate advice and guidance to employers and pension scheme trustees. Personal advice includes investments, pensions (including defined benefits) and protection. Corporate advice to employers includes complying with auto enrolment legislation, reviewing ongoing appropriateness of existing pension arrangements and protecting the business from the death or serious illness of key employees or directors. Guidance to pension scheme trustees is for both defined benefit schemes and defined contribution schemes on the ever-challenging funding issues (defined benefit) and need for reviewing existing governance procedures.Roy has a number of industry recognised qualifications, including:FPMI – Fellow of the Pensions Management InstituteFPFS – Fellow of the Personal Finance SocietyCFP – Certified Financial Planner Chartered MCSIChartered Financial PlannerThe diversity of Roy's qualifications reflects the level of experience in both the holistic financial planning market (personal clients) and the corporate financial planning market (executives, shareholders and businesses).

Listed skills include Pensions, Investments, Employee Benefits, Wealth Management, and 15 others.