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Wealth Management

We talk about life first, finances second.

At Davy, we recognise everyone has their own personal financial goals. That’s why our approach is to develop a close, long-lasting relationship with our clients.

Wealth Management

We work with you to create your financial plan that's built around your life, your family and your priorities.

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Capital Markets

Our experienced bankers, research analysts and sales professionals provide UK corporates with distribution and access to global institutional investors.

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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