Introduction to our Women's Research Report

At Davy, our purpose is to deliver exceptional client outcomes by a world-class team. We are aware however that wealth creation, financial planning and investing is becoming more diverse across gender and age. We believe that traditional boundaries need to be rethought and that financial services, in particular, need to consider the female audience in a far more research-informed, authentic way.

When we looked at the existing women's research, we faced a challenge in that most banks and financial services firms relied on broad assumptions about women's needs, resulting in products, services, and messaging that can feel superficial or misaligned with what is important to women. In Ireland, a significant gap existed in relation to research which sought to better understanding women's needs. This overall lack of insight within the category resulted in women disengaging from financial planning and ultimately not fulfilling their financial goals and ambitions. We thought it was a good time to conduct some in-depth research so we could better understand the needs of women in Ireland.