Davidsons Portfolio Management Ltd

Reference number: 796573

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Davidsons

Company details

From the company's Companies House record.

Company number
11001999
Company status
Active
Company type
Private limited company
Incorporated
9 October 2017 (8 years old)
Registered office
18 Hart Street, Henley-On-Thames, RG9 2AU, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Gary Derek Reynolds Director May 1957 12 Aug 2021
James Stewart Shepperd Director Feb 1966 12 Aug 2021

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • Davidsons Portfolio Management Ltd will not accept, without the prior written consent of the Authority, any new clients, or any new client money or custody assets, from new clients.
    1. Davidsons Portfolio Management Ltd (DPM) will not accept, without the prior written consent of the Authority, any new clients, or any new client money or custody assets, from new clients. This applies from the date of the VREQ. 2. Paragraph 1 does not apply to the acceptance of new client monies or custody assets from existing clients and / or third parties by DPM as a result of or in relation to the following: a) Existing clients re-investing the investment gains or redemption proceeds from sale of an existing asset, where this does not require the acceptance of new client money or custody assets from the client; b) Existing clients making contributions to existing ISAs and pensions prior to 5 April 2024; c) Existing clients continuing to make ongoing contributions to an investment product under an arrangement which predates this notice; d) Receipt of dividends or coupons; e) Rights issues; f) Corporate actions including maturing bonds; g) Settlement of trades instructed but not yet settled as at the date of the requirements; and h) Margin calls and movements associated with open trades and positions. 3. For the avoidance of doubt, paragraph 1 does include any new clients who onboarded with another entity listed in the Courtiers Group after the date of the VREQ, i.e. a new customer at another entity cannot be onboarded and transferred to DPM after the date of the VREQ. 4. DPM will not proactively cancel or substantially change any ongoing service arrangements already in place with clients as at the date of this VREQ, other than where clients are being moved to Courtiers Investment Services Ltd (FRN 124995). 5. DPM will notify the FCA at the earliest opportunity of the governing body’s decision to begin any wind down process for the firm.
  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Davidsons Portfolio Management Limited

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Common questions

Frequently asked questions

Is Davidsons Portfolio Management Ltd FCA authorised?
Yes, Davidsons Portfolio Management Ltd (FRN 796573) is authorised by the FCA to carry out regulated activities.
Is my money safe with Davidsons Portfolio Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Davidsons Portfolio Management to the Financial Ombudsman Service, free of charge.
Is Davidsons Portfolio Management a scam or clone?
Davidsons Portfolio Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Davidsons Portfolio Management's Firm Reference Number (FRN)?
Davidsons Portfolio Management's FRN is 796573. You can verify it on the FCA register.