Davidsons Portfolio Management Ltd

• Principal Place of Business

  23 Fore Street

  Okehampton

  Devon

  EX20 1AN

  UNITED KINGDOM

  Phone

  +440183753855

  Web

  https://www.courtiers.co.uk

• Complaints Contact

  18 Hart Street

  Henley-on-Thames

  RG9 2AU

  UNITED KINGDOM

  Phone

  +4401491570343

• Authorised to Operate

  Show 1 limitation Hide limitations

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

• Arranges Investments

  For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

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

• Arranges Asset Safekeeping

  For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

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

• Stockbroking

  For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

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

• Investment Setup

  For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

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

• Manages Your Portfolio

  For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

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

• Andrew David James

  IRN ADJ00021

  • SMF16 Compliance Oversight (25 Jul 2022 to 8 Aug 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (25 Jul 2022 to 8 Aug 2022)
• Andrew Thomas Woollacott

  IRN ATW01051

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2021)
  • CF30 Customer (22 Jun 2018 to 8 Dec 2019)
• Craig Davidson

  IRN CXD00041

  • SMF16 Compliance Oversight (9 Dec 2019 to 26 Jul 2022)
  • SMF3 Executive Director (9 Dec 2019 to 12 Aug 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 26 Jul 2022)
  • CF11 Money Laundering Reporting (22 Jun 2018 to 8 Dec 2019)
  • CF10 Compliance Oversight (22 Jun 2018 to 8 Dec 2019)
  • CF1 Director (22 Jun 2018 to 8 Dec 2019)
• Gary Derek Reynolds

  IRN GDR00004

  • SMF3 Executive Director (since 15 Feb 2022)
• James Stewart Shepperd

  IRN JSS00009

  • SMF3 Executive Director (since 23 Feb 2022)
• 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)
• Stephen Holland-Morgan

  IRN SXH00606

  • SMF16 Compliance Oversight (20 Oct 2022 to 20 Nov 2024)

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