Welcome to Davidson Pert Financial Associates. We are a well established company with over 13 year’s experience.
Our aim is to deliver an advice led service. A key component to this has been the investment and development of a support team with a wealth of knowledge and experience.
Achieving client’s personal goals are very important to us and becoming members of St. James’s Place Partnership has improved our ability to excel in financial planning, wealth management and client services. We have access to distinctive investment management opportunities which are available via risk rated portfolios, estate planning and quality retirement solutions.
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.