Barry Davidson

Areas of expertise

Holistic financial planning, cashflow modelling, inter generational planning, retirement planning.

Experience

Barry is a Chartered Financial Planner with over 30 years’ experience in a variety of roles in banking and financial planning.

He specialises in advising clients and their families, often over multiple generations; helping them to identify their priorities and encouraging them to build and enjoy their wealth, whilst at the same time being prepared for life’s 'what ifs'.

By focusing on his clients’ goals and priorities, he works with them to create a financial plan and cash flow analysis. This helps his clients to understand their wealth, their need for income to support current and future expenditure and allows them to make informed decisions about their own and their family’s future.

Most of Barry’s clients benefit from regular reviews to make sure their plan is still on course. He is a firm believer that the most successful financial planning outcomes are achieved because of a meaningful and constructive long-term relationship.

Notable client work and achievements

Working with a number of clients and their families over many years to secure their financial future
Having the privilege to help many clients and their families during significant life events.

Professional qualifications and memberships

Chartered Financial Planner
Associate of Personal Finance Society
Associate of Chartered Institute of Securities & Investment
Investment Management Certificate