At Davy, we see the full potential. For almost 100 years, we have been helping individuals, families and businesses safeguard and grow their wealth.
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Your goals and ambitions drive our purpose, which is to deliver exceptional client outcomes. Whether you’re looking to get the most from the assets you’ve acquired, are planning for retirement or want to provide for the next generation, we can help.
Our strength is in our relationships.
We know the importance of taking time at the beginning to understand your personal situation and financial goals. Your dedicated wealth adviser co-ordinates access to Davy investment, pension, tax and planning specialists, taking the complexity out of investment, retirement and inheritance planning.
Navigating financial decisions can be complex. We make it simple, working with you to create a financial plan aligned with your personal goals, and capable of adapting to the twists and turns that life presents along the way. Goal-based financial planning enables your dedicated Davy adviser to safeguard and grow your wealth in line with your wishes, while you get on with the business of living.
Financial planning
Improvements in life expectancy and greater flexibility around work-life balance means people today have a much broader suite of retirement options. Irrespective of when or how you decide to retire, having enough income to maintain the lifestyle you’ve planned for is fundamental.
We have the pension, tax and investment expertise to help you navigate retirement planning, optimising the benefits of tax-efficient investing through your working life and beyond. Whether you're a business owner, an executive or already retired, we can help.
Retirement planning
Investing is in our DNA. The Davy investment team partners with leading global investment managers across a range of assets including equities, bonds, alternatives, private equity and property. We have solutions for all investor types and risk appetite, including discretionary portfolios where we manage your investment, advisory services where you make the decisions advised by us and self-directed trading through Davy Select.
Your dedicated wealth adviser will work with you to develop a personalised investment strategy, aligned with your life goals and informed by tax and cost considerations.
Investing
We work with you to negotiate the personal and tax issues surrounding inheritance planning, ensuring the people and causes you care about most can benefit from your success long into the future. Early planning ensures greater choice and tax opportunity.
For many of our clients, business succession is an important element of retirement and inheritance planning. Davy has the specialist pension, tax and corporate finance expertise to support business owners evaluate all options, including a business sale.
Wealth succession
From time to time, our clients have more complex or urgent needs because of unforeseen life events such as bereavement or divorce. We partner with other professionals, such as lawyers and accountants, to provide integrated financial, tax and legal solutions.
Our specialist probate team provides support to solicitors, executors and administrators of estates in the research, valuation and administration of investments.
Professional partners
Director, Financial Planning
Adviser
Chief Investment Officer
#1Wealth Manager in Ireland
€27 bnFunds under management
94%Client satisfaction rating
Warning: Please note that Davy does not provide individual tax advice. You should consult your own tax advisor about the rules that apply to you.
