Roy Davidson

Roy Davidson

Business Development Consultant for product providers

Followers of Roy Davidson154 followers
location of Roy DavidsonNewcastle Upon Tyne, England, United Kingdom

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  • Timeline

  • About me

    Wealth Advisor at Womble Bond Dickinson Wealth Limited

  • Education

    • Northallerton Grammar School

      1977 - 1984
    • Newcastle University

      1984 - 1987
      BSc (Hons) Maths and Statistics
  • Experience

    • Various companies

      Sept 1987 - Dec 1995
      Business Development Consultant for product providers
    • Abbey National IFA

      Dec 1995 - Aug 1999
      Financial Adviser

      Registered independent financial adviser

    • Bluefin Wealth Management

      Aug 1999 - May 2011
      Financial Planner

      Previously Smart & Cook Financial Services before their acquisition by the Bluefin Group

    • Womble Bond Dickinson Wealth Limited

      May 2011 - now
      Wealth Advisor

      Wealth Advisor within Womble Bond Dickinson Wealth Limited. Authorised by the FCA to provide investment advice.

  • Licenses & Certifications

    • 362 CII "credits"

    • Chartered Financial Planner

      Chartered Insurance Institute
    • Fellow of the Pensions Management Institute

      Pensions Management Institute