Davidsons Independent Financial Advisers Limited

• Principal Place of Business

  23 Fore St

  Okehampton

  Devon

  EX20 1AN

  UNITED KINGDOM

  Phone

  +440183753855

  Web

  https://www.courtiers.co.uk

• Complaints Contact

  23 Fore St

  Okehampton

  Devon

  EX20 1AN

  UNITED KINGDOM

  Phone

  +441491578368

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Jonathan Moonsamy

  IRN JXM03706

  • CF30 Customer (1 Apr 2016 to 9 May 2016)
• Jonathan Stuart Cotty

  IRN JSC01139

  • [FCA CF] Client dealing (4 Dec 2020 to 15 Jul 2022)
  • [FCA CF] Functions requiring qualifications (4 Dec 2020 to 15 Jul 2022)
• Juber Khan

  IRN JXK00488

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 7 Oct 2024)
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
• Julian Jousiffee Barker

  IRN JJB01125

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 8 Oct 2025)
  • SMF16 Compliance Oversight (since 14 Feb 2025)
• Kirsty Lee Sibley

  IRN KXS00260

  • SMF17 Money Laundering Reporting Officer (MLRO) (20 Oct 2022 to 8 Oct 2025)
• Kristian Doggrell

  IRN KAD01071

  • CF30 Customer (13 Jun 2018 to 30 Jul 2019)
• Mohammed Hassan Latif

  IRN MXL00776

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 5 Aug 2025)
• Rhys Morgan

  IRN RXM01160

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Jul 2025)
• Richard Andrew Sykes

  IRN RAS01334

  • [FCA CF] Functions requiring qualifications (1 Oct 2021 to 20 Aug 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 15 Jul 2022)
  • CF30 Customer (1 Jan 2011 to 8 Dec 2019)
• Robert Jack Smith

  IRN RJS00090

  • [FCA CF] Manager of certification employee (1 Oct 2021 to 31 Mar 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jul 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 15 Jul 2022)
  • CF30 Customer (16 Mar 2015 to 8 Dec 2019)

No changes recorded yet.