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Why Davy : Mature man in white t shirt

Wealth Management

We talk about life first, finances second.

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.

Welcome to Davy

Investment and financial advice is at the heart of what we do across the Davy group and has been for over 90 years. Whether you are a private individual, a business owner or an executive, our purpose is to deliver world-class outcomes for you.

Children’s Cancer Unit Charity

Following a successful partnership with CCUC in 2019, Davy UK committed to continue as their charity partner until the end of 2021.

As CCUC depend on donations to provide the very best care for their young patients and their families, 2020 was a challenging year for the charity. 

The reduction of fundraising activities and charity partnerships due to the pandemic saw a shortfall of £126,000 in fundraising.

Davy UK successfully raised a total of £25,120 for this worthy cause.  To find out how this has benefitted the charity please follow this link 

Goals-based planning

By taking a step back to consider and set financial goals, you can better understand the decisions, actions, and trade-offs you need to make in order to achieve them. To put it another way, life’s much better with a plan.

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Our Latest Insights

Source: *Voice of the Client Survey Q4 2021

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

Your financial future starts with a conversation.

Contact us