Financial planning

Life's better with
a plan

We make financial planning simple, working with you to develop a comprehensive plan aligned with your life goals.

What sets us apart

We start with your life goals

You have priorities in life and plans for the future. We don’t make assumptions about what these might be, rather take the time at the start of our relationship to find out what really matters to you.

Your life goals are the blueprint for all our services.

Dedicated wealth adviser

We offer a high-touch service, knowing that a dedicated wealth adviser who understands your situation, ambition and investment preferences is best placed to deliver exceptional outcomes for you and your family.

Your adviser connects you to the full Davy network.

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Pension, tax and investment expertise

As Ireland’s leading wealth management firm, we have unique in-house access to expertise across planning, pensions, tax and investments. Your dedicated wealth adviser ensures that our experts are involved in the development and execution of your plan, taking the complexity out of investment, retirement and inheritance.

Customised investment portfolio

We have an outcomes-based approach to investment. Your adviser will work with you to develop a customised investment portfolio, aligned with your life goals, informing you of relevant market developments and investment opportunities along the way. The Davy investment team sources opportunity globally, with our managed portfolios featuring consistently in the top quartile of peer performance.

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Proactive performance management

For us, financial planning is a long-term commitment. Life and circumstances change and so we continually track your plan over time. We monitor external factors such as market fluctuations and interest rate changes, while keeping track of any changes in your circumstances or your financial goals, making adjustments as needed. Our proactive approach helps ensure you stay on course.

Experience and track record

We have been helping Irish individuals, families and businesses safeguard and grow their assets successfully for almost 100 years. Throughout this time, we have developed the tools, skills and solutions to deliver exceptional client outcomes.