Alan Davidson Email
Director and Financial Planner @ AC Wealth (Aberdein Considine Wealth Ltd)
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Alan Davidson Location
- Aberdeen, GB
Alan Davidson Work
- 2025 -now Director and Financial Planner @
- 2014 -2025 Independent Financial Adviser @
- 2013 -2023 Paraplanner @
- 2009 -2013 Financial Planning Manager @ AXA Wealth
- 2000 -2009 Financial Planning Manager @
- 1990 -2000 Personal Banker @
Alan Davidson Education
- Institute of Financial Services
Diploma Financial Advice
2010-2011 - Chartered Institute of Bankers
Certificate for Financial Advisers
2000-2001 - Chartered Institute of Bankers in Scotland
Certificate of Mortgage Advice and Practice
1999-2000 - Chartered Institute of Bankers in Scotland
Member / Associate
1992-1996 - threesixty
- Chartered Institute of Bankers in Scotland
Professional Mortgage Adviser
- Chartered Insurance Institute
AF7 Pension Transfers
2018
Alan Davidson Skills
- Income Protection
- Wealth Management
- Pensions
- Inheritance Tax Planning
- SIPP
- Retirement Planning
- Wealth
- Strategic Financial Planning
- Investments
- Mortgage Lending
- Financial Advisory
- Private Banking
- Critical Illness
- Investment Advisory
- Retail Banking
- Relationship Management
- Savings
- Wealth Management Services
- Financial Services
- Investment Strategies
- Holistic Financial Planning
- Retirement
- Independent Financial Advice
- Unit Trusts
- Banking
- Personal Financial Planning
- Financial Risk
- Portfolio Management
- Finance
- Personal Pensions
- Bancassurance
- Life Insurance
- Residential Mortgages
- High Net Worth Individuals
- Fixed Annuities
- Financial Planners
- Estate Planning
- Mutual Funds
- Asset Allocation
- Investment Management
- Insurance
- CeMAP
- CeMap Qualified
- Asset Management
- Wealth Accumulation
- Equity Release
- Paraplanning
- Wealth Preservation Planning
- Mortgage Marketing
- Retirement Savings
Alan Davidson Summary
- Alan Davidson, based in Aberdeen, GB, is currently a Director and Financial Planner at AC Wealth. Alan Davidson brings experience from previous roles at Aberdein Considine, AXA Wealth and Clydesdale Bank. Alan Davidson holds a 2010 - 2011 Diploma Financial Advice @ Institute of Financial Services. With a robust skill set that includes Income Protection, Wealth Management, Pensions, Inheritance Tax Planning, SIPP and more. Alan Davidson has 2 emails on RocketReach.
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