At Davy our purpose is exceptional client outcomes delivered by a world-class team, whether you are a private individual, business owner or executive.
For generations, clients have relied on Davy for expert financial guidance. With offices in Belfast, London, Dublin, Cork and Galway, we are a leading wealth manager with local insight and a deep understanding across the UK and Ireland.
We bring clarity and confidence to the financial planning process, delivering a personalised wealth management approach that is based on your goals today and evolves with you throughout life's different stages. Through goal-based financial planning, your dedicated Davy wealth manager can help protect and grow your wealth, giving you the freedom to focus on what matters most.
Building and preserving wealth requires a considered investment approach and expert wealth management guidance. Drawing on the expertise of our investment team and leading global asset managers, we offer a wide range of solutions designed to meet differing objectives, time horizons and risk appetites.
Working closely with your dedicated Davy wealth manager, you benefit from personalised investment advice and an investment strategy shaped by your ambitions and informed by tax efficiency, costs and changing market conditions.
Longer life expectancy and more flexible approaches to work mean retirement looks different for everyone.
Our personalised retirement planning services help clients navigate the important decisions associated with retirement. There are multiple considerations around the optimal structure of your retirement fund, including tax, estate and inheritance planning considerations. Decisions will depend on factors such as the size of your pension fund, your appetite for risk and how you wish to provide for future generations.
If you would like to book a no obligation consultation with a member of our team, please fill out the form below.
93%overall satisfaction*
100 yearsin business
900experienced employees
£25bn+assets under management with Davy Group
£2bn+assets under management with Davy UK
93% trustrating from clients*
Incidents of fraud and cybercrime are increasing with scams becoming more sophisticated and harder to identify. Fraudsters are continuously coming up with new ways to try to illegally access personal and financial information, often by convincing people that they are dealing with a company they know. Visit our security centre to learn more about the types of scams to be aware of, what to do if you’re the victim of fraud and ways to protect yourself.
Our wealth management service may include guidance or information in relation to your pension, retirement needs, life assurance, income 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. Wealth management & financial planning may include general guidance or information on tax and estate planning. Please note we do 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.
We search the globe to identify world-class investment managers across a range of assets including equities, bonds, alternative investments, private equity and property for our clients’ portfolios.
All data correct as at November 2025. The ‘Voice of the Client’ survey was conducted in 2025 with a large representative sample of the Davy UK base.