'I talk with my clients about life first. Finances second.'
OLAN WIXTED, Director, Private Clients
Understand your needs
We take time to understand what's important to you.
We factor in your situation and personalise our advice to your specific needs.
High quality solutions
We provide world-class investment solutions.
Our personal approach
Wealth management is different for everyone. We each have our own unique financial goals that are personal to us. That’s why at Davy we make it our approach to develop a close relationship with our clients.
Once we learn where you want to be in all aspects of your life in the future, it makes it a lot easier to make a financial life plan to suit these goals. This is the reason why we take a lot of our client meetings in the home, as opposed to the office.
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