Jane established her own Practice in 2007 having previously advised for Lloyds Wealth Management and Citicorp Financial Planning as a sole practitioner and focused on building a business to support her children.

Jane quickly built her client base through recommendations and previous clients followed her to seek her trusted advice again. Jane soon realised she had done the right thing by establishing her own Practice and becoming a Partner Practice of St. James's Place, feeling confident with the suitability of advice guarantee this gives and the extensive technical support available. 

In 2017 Victoria, Jane’s daughter joined the Practice, she also felt that this is where her future laid working as part of a family business, having started her career as a teacher. The mother/daughter business relationship was formed and in 2019 we became Davidson Financial Planning.

As our Practice continues to grow and we embrace technology we have the ability to help more clients with their financial journey and look forward to speaking with you soon.