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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When courtiers.co.uk first appeared online, and whether it can receive email
  • What kind of line 01837 53855 is, and the other firm that gives it
  • Who else gives the postcode EX20 1AN
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Davidsons Trading name
  • Davidsons Portfolio Management Limited Former name

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
11001999
Company status
Active
Company type
Private limited company
Incorporated
9 October 2017 (9 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)

Directors and company secretaries

Name Role Born Appointed Other companies
Gary Derek Reynolds Director May 1957 12 Aug 2021 19 other companies
James Stewart Shepperd Director Feb 1966 12 Aug 2021 14 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
19
closed down
3
are FCA-registered
6

In the full report: all 19 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 6 on the FCA register
  • The 14 companies these 2 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsAudited

Turnover

£50.0k

−47% from £93.5k

Profit before tax

£48.3k

−19% from £59.6k

Net assets

£377k

No earlier figure to compare

Cash at bank

£157k

+23% from £128k

Turnover and profit

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 11001999. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Davidsons Portfolio Management’s history from the FCA register and Companies House, newest first.

Key events (9) All events (18)

2024

6 March 2024

  • FCA imposed a requirement (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.)

FCA register

2021

12 August 2021

  • Board replaced: both directors left and 2 new directors took over

Companies House

2018

13 July 2018

  • Changed its registered name from "Davidsons Portfolio Management Limited"

FCA register

22 June 2018

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

4 June 2018

  • The Davidson Group Limited gave up control

Companies House

2017

9 October 2017

  • Incorporated at Companies House
  • The Davidson Group Limited took control (75–100% of shares)

Companies House

In the full report: all 18 events

  • All 18 events in its history (9 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Davidsons Portfolio Management

Other FCA-listed firms that share a director, phone number or address with Davidsons Portfolio Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share a director
5
share its phone number
1

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (5), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Davidsons Portfolio Management

Other firms of the same type (investment or fund manager), nearest first.

In the Exeter (EX) postcode area

Hawksmoor Investment Management LimitedExeterAuthorisedMatrix Partnership Management LLPTivertonAuthorisedP1 Investment Services LimitedExeterAuthorisedPhilip J Milton & Company PLCBarnstapleAuthorisedRivers Capital Management LtdExeterAuthorisedSafran (South West) LimitedExeterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Davidsons Portfolio Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 19 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 18 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Davidsons Portfolio Management Ltd FCA authorised?
Yes, Davidsons Portfolio Management Ltd (FRN 796573) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2018 and works as an investment or fund manager. The FCA has placed 2 limits on what it may do.
What is Davidsons Portfolio Management’s phone number and website?
The FCA register lists the phone number 01837 53855 and the website courtiers.co.uk for Davidsons Portfolio Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Davidsons Portfolio Management a scam or clone?
Davidsons Portfolio Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Davidsons Portfolio Management?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Davidsons Portfolio Management?
Davidsons Portfolio Management is owned by The Davidson Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 9 October 2017.
Who runs Davidsons Portfolio Management?
Companies House lists 2 directors of Davidsons Portfolio Management: Gary Derek Reynolds and James Stewart Shepperd.
How long has Davidsons Portfolio Management been in business?
The company was formed on 9 October 2017, and has held its current FCA authorisation since June 2018.
What do Davidsons Portfolio Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show turnover of £50.0k (−47% from £93.5k) and profit before tax of £48.3k (−19% from £59.6k).
Does Davidsons Portfolio Management use any other names?
It trades as Davidsons. It has previously used the name Davidsons Portfolio Management Limited.

Sources and links

The full report on Davidsons Portfolio Management Ltd

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