Graeme Davidson

Financial Planner
01786 542410
Reviews and Ratings for Financial adviser Graeme Davidson, Falkirk-and-Stirling

How Graeme supports you

For almost ten years, Graeme has provided advice on pensions, investments and protection, supporting clients with a range of financial planning needs.

He enjoys working closely with clients to understand their goals and help them plan for tomorrow. He finds it particularly rewarding helping clients plan for retirement and seeing the peace of mind that comes from having a clear financial plan.

Before becoming a financial adviser, he worked as a solicitor in private practice, giving him a strong understanding of clients’ wider financial and legal needs.

Need to know information

View FCA register

Qualifications

  • FPC - Financial Planning Certificate

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • DipFP - Diploma In Financial Planning

    The RQF level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.

  • CertCII (Life and Pensions) - Certificate in Financial Planning

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Certificate in Pension Transfer Advice

    This level 4 Certificate develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government's pension reforms.

A little more about Graeme

In his spare time, Graeme enjoys spending quality time with his family and getting outdoors whenever possible.

That includes walking his two dogs, cycling, hillwalking and travelling, as well as reading and working on his classic Mini Cooper.

Graeme in numbers

25

years in financial and legal services.

3

children.

25

years married.

The people who make it all possible

Derek Fish
Derek Fish

Chartered Financial Planner and Managing Director

Susan Lafferty
Susan Lafferty

Operations Director

Craig Aitken
Craig Aitken

Financial Planner

Steven Finlay
Steven Finlay

Independent Financial Adviser

Sophie McDonald
Sophie McDonald

Chartered Financial Planner

Alana Quinn
Alana Quinn

Senior Paraplanner

Stephen Stewart
Stephen Stewart

Administrator

Michelle Macdonald
Michelle Macdonald

Client Service Manager

Miryn McGonnal
Miryn McGonnal

IFA Administrator

Bryce Bissett
Bryce Bissett

Financial Administrator

Lorraine McGill
Lorraine McGill

Office Manager

Joanne Brooks
Joanne Brooks

Office Manager

Elaine Drummond
Elaine Drummond

Senior Paraplanner

Vanessa Williamson
Vanessa Williamson

Paraplanner

Charis Curtis
Charis Curtis

Trainee Paraplanner

Lyndsey Lawson
Lyndsey Lawson

Senior Administrator

Carol Dick
Carol Dick

Mortgage Administrator

Danielle Quinn
Danielle Quinn

Administrator

Meet your team

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