Courtiers continues expansion with Davidsons IFA acquisition

Completed earlier this month

Jenna Brown
clock • 1 min read

Courtiers has bought South West-based advice firm Davidsons IFA adding £120m in funds under administration.

The deal, which completed on 12 August, is the latest in a series of acquisitions and sees Davidsons become part of the Henley-based Courtiers Group. Total assets at the group now stand at about £1.1bn. Davidsons IFA, which has been in business for 20 years, operates out of Okehampton and Wadebridge. Managing director Craig Davidson and his team will continue to serve clients from the two locations. The acquisition brings Courtiers' headcount to 125. Courtiers chief executive Jamie Shepperd said: "Courtiers and Davidsons are a perfect match. We share a commitment to putting clients...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Intelliflo acquires Mabel Insights

Intelliflo acquires Mabel Insights

Acquisition completed on 30 September

Sophia Panayi
clock 12 October 2026 • 2 min read
SJP adviser departure sparks dispute over who owns client relationships

SJP adviser departure sparks dispute over who owns client relationships

Rob Stroud left SJP for True Potential after 18 years

Isabel Baxter
clock 08 October 2026 • 4 min read
Aberdeen sells half of stake in Standard Life for £436m

Aberdeen sells half of stake in Standard Life for £436m

Retains 5.2% holding

clock 08 October 2026 • 1 min read