Barry Davidson Email & Phone Number
Director and Coach @ ThomsonPrice
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Barry Davidson Location
- Dundee, GB
Barry Davidson Work
- 2026 -now Director and Coach @
- 2023 -2025 Director - Financial Planning @
- 2022 -2023 Associate Director - Financial Planning @
- 2020 -2022 Financial Planner @
- 2023 -2025 Mentor - Emerging Leaders cohort @
- 2014 -2020 Head Of Financial Planning @
- 2012 -2014 Chartered Financial Planner @
- 2012 -2016 Part time Lecturer and Tutor @
- 2004 -2011 Private Client Manager @
- 2002 -2004 Sales Manager @
- 1999 -2002 Financial Planning Consultant @
- 1996 -1999 Financial and Managing Consultant @
- 1985 -1996 Customer Adviser @
Barry Davidson Education
- Edinburgh Business School, Heriot-Watt University
MSc (Business and Organisational Psychology)
2026-2028 - Abertay University
BA(Hons) (Commerce)
1991-1993 - Harris Academy, Dundee 1980-1986
Barry Davidson Skills
- Pensions
- Inheritance Tax Planning
- Estate Planning
- Holistic Financial Planning
- Investment Management
- Protection
- Wealth Management
- Investment Strategies
- Wealth Management Services
- Investment Advisory
- Financial Advisory
- Strategic Financial Planning
- High Net Worth Individuals
- Investments
- Financial Planning
- Finance
- Wealth
- Retirement
- Asset Allocation
- Savings
- Retirement Planning
- Financial Services
- Trusts
- Income Protection
- Public Speaking
- Strategic Planning
- Microsoft Office
- Change Management
- High Net Worth
- Holistic Financial
- Pension Funds
- Personal Financial Planning
- Strategic Financial
Barry Davidson Summary
- Barry Davidson, based in Dundee, GB, is currently a Director and Coach at ThomsonPrice. Barry Davidson brings experience from previous roles at Evelyn Partners and Vistage UK. Barry Davidson holds a 2026 - 2028 MSc in Business and Organisational Psychology @ Edinburgh Business School, Heriot-Watt University. With a robust skill set that includes Pensions, Inheritance Tax Planning, Estate Planning, Holistic Financial Planning, Investment Management and more. Barry Davidson has 2 emails and 1 mobile phone numbers on RocketReach.
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