Ken Davidson

Ken has over 3 decades of experience advising on wealth management, working with individual clients and their families, successful business owners and professionals. He has particular specialisms in private company sales, succession and estate planning, retirement planning and investment.

As a Chartered Financial Planner, he enjoys developing robust financial plans with his personal and corporate clients. He works with them to identify their priorities and evaluate options available from the whole of the market before determining the most appropriate way to realise their goals. He maintains a keen appreciation of risk, compliance and sustainability principles. His recent BA studies in Financial Services have enhanced his ability to build value with client and colleague engagements.

In his spare time he enjoys mountain biking and has been on a number of charity fund raisers on his bike, including Peru, Nepal, Madagascar and, most recently, Patagonia.