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

Private equity firm invests in Leicester-based IFA Superbia Group

Private equity firm invests in Leicester-based IFA Superbia Group

August Equity backs vertically integrated financial adviser

Jenna Brown
clock 10 June 2025 • 2 min read
First Wealth appoints Jess Biggs to launch sports and entertainment division

First Wealth appoints Jess Biggs to launch sports and entertainment division

Division will support elite clients across sports and entertainment

Jenna Brown
clock 10 June 2025 • 1 min read
Jersey-based Oakglen Wealth snaps up local firm HBFS

Jersey-based Oakglen Wealth snaps up local firm HBFS

Clients gain access to ‘comprehensive financial and retirement planning’

Jenna Brown
clock 10 June 2025 • 2 min read