Victoria Davidson
When it comes to talking about money it can often be put to the bottom of our to do list, an overwhelming task that can be difficult knowing where to start. It’s my job to take that stress associated with money talk away and help you and your family achieve financial peace of mind.
I’m passionate about giving clear jargon free advice and promote the benefit of having a plan in place that is regularly reviewed.
About
I enjoying working with individuals, business owners or families and recognise that financial planning isn’t a one size fits all approach. From the start of your financial journey, whether you are new to investing or setting up your first pension to later in life when you intend to enjoy your retirement or are planning your estate to go to your beneficiaries in the most tax efficient manner, I have experience in all these areas and use cashflow forecasting to assist my planning for those who it may benefit.
In my spare time I enjoy getting out into the countryside (I’m fortunate to live in the beautiful Cotswolds) and making memories with my husband and our little boy Thomas.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
