Barry Davidson

Barry Davidson

Barry Davidson

Head of our Financial Planning team, a Chartered Financial Planner, Associate of the Personal Finance Society and holder of the Investment Management Certificate, Barry has over 25 years’ experience of helping clients understand their finances and plan for their futures.  He specialises in advising business owners and individuals, both in the lead up to and into retirement, as well as advising on pension options at separation or divorce.  In addition, he advises individuals and families about how to invest, protect and transfer wealth to future generations.  Barry has also tutored law degree students on the Business and Financial Services module at the University of Dundee.

Something you didn’t know about Barry:

Barry is a keen runner and cyclist.

AJ Bell:

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