Gregor Davidson
DipPFS, STEP Affiliate
I am very passionate about providing first class service to clients, working with individuals and families to build simple, but effective financial plans. I started my career over 40 years ago starting at Prudential in 1985, before working with Lloyds, HBOS, and latterly the Wealth Management arm of the bank. Since being invited to join St. James's Place in 2010, I have continued to build on my knowledge and experience and now offer specialist advice in many areas of financial planning including tax efficient investment planning, retirement planning and trust and estate planning.
Trusts are not regulated by the Financial Conduct Authority.
Addresses
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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
