Welcome

Probably the first thing you will notice about our website is it is looking at bit old and tired! We are busy building a shiny new site, but for now please bear with us - it may not be pretty but we will make sure it covers all the important stuff.

Starting with who we are and what we do. We are a firm of independent financial advisers providing independent, honest and affordable financial advice across the spectrum of issues, including:

Pensions

Investments

Mortgages

Life Cover

Since 2001, we have been building bespoke investment portfolios for all pension and investment clients, regardless of level of wealth.  With mortgages, we research the entire market for the most suitable mortgage for your needs.  And if you need life cover, we will show you all the available companies offering cover, and the premiums.

So, whether you are saving for your pension, investing money, drawing a retirement income or buying your first house, we can help. There's no charge for our meetings and no obligation to take anything forward.

For an initial chat, Get In Touch




While we would always suggest meeting your adviser in person, sometimes that's not possible. We have offices in Devon and Cornwall, so meeting a client in London, Birmingham or Glasgow isn't cost effective. That's why, in 2015 we set up our online service - Reckitt House. This is still personal, face-to-face financial advice, but it's provided over the internet, using video technology such as Skype or Face Time (or even telephone and email, if you'd prefer).

So, if you are happy to deal with your adviser online, follow the links to our Reckitt House website. It's new, its fresh and we think it could be the future of financial advice.




Davidsons Portfolio Management is our sister company. Established in June 2018, Davidsons Portfolio Management will run discretionary investment portfolios exclusively for our clients. We believe this will improve efficiency and performance and our fees will be among the lowest in the industry. Our new website will have full details, but in the meantime just ask us about this new service.


Privacy Statement


The General Data Protect Regulations (GDPR)came into effect on the 25th May 2018. Essentially, it replaces the Data Protection Act 1998 and is designed to bring data protection into the 21st century. It applies to personal data we may hold about you if you become a client.

To help clarify things, we have a new page dedicated to the GDPR and your rights, including important documents you can view or download if you wish. Just follow the privacy notice link on the right.

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