The Team

THE TEAM

With a team of over 80 professionals, you can feel reassured that you will receive high quality and bespoke advice. Below is a snapshot of our key contacts, who have a breadth of experience and knowledge.

Roy Davidson

Roy Davidson

Wealth Advisor
T:
+44 (0)191 230 8390

A graduate in statistics, Roy has 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 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.