'I talk with my clients about life first. Finances second.'

OLAN WIXTED, Director, Private Clients

How we can help

Understand your needs

We take time to understand what's important to you.

Personalised advice

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.

 

Talk to us today

Set up a personalised no obligation consultation to discuss your needs.

We’re ready to help you plan for a better future

We believe it's our personal approach that delivers the best outcomes for our clients.