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.
Children’s Cancer Unit Charity
As a business and as individual employees, we look to support our local communities through charitable giving and community efforts.
Because at Davy UK, we believe that it’s not just business, it’s personal.
We are proud to announce our partnership with The Children’s Cancer Unit Charity for 2019 and 2020.
For more information on the amazing work they do with the Children’s Cancer and Hematology Unit at the Royal Belfast Hospital for sick children and their families please visit their website.
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.
Over 90 yearsin business
More than 680experienced employees
£12bn+ assetsunder management
93% trustrating from clients*
Fraud and protection
With incidents of fraud on the increase, it is vital that you safeguard your personal and financial information. Fraudsters try to appear as legitimate as possible, so it’s important to be vigilant and stay alert to anything suspicious. If you are ever in any doubt about whether a communication from Davy Private Clients UK is genuine, please contact us on +44 2890 310 655 or email firstname.lastname@example.org. For more information visit our security centre or find out more about how to avoid investment and pension scams from the Financial Conduct Authority at https://www.fca.org.uk/scamsmart.
You may choose to avail of Davy Financial Life Planning as part of our wealth management service which may include guidance or information in relation to your pension, retirement needs, life assurance, income or health protection policies, other investments, or succession planning. Information on this website is not investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any particular person. Prospective investors should make their own assessment of the information and obtain advice suitable to their own individual circumstances. Davy Financial Life Planning may include general guidance or information on tax and estate planning. Please note that Davy does not provide tax or legal advice, nor accept liability for it. We recommend that you consider seeking tax and legal advice from professionals, with whom we are happy to engage.
All data correct as at January 2019. Source: The Voice of the Client survey was conducted between June and July 2018 with a large representative sample of the Davy Private Client base. W5, an independent consultant in the financial services industry, carried out the survey and independently analysed results.