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At Davy, we see the full potential. For 100 years, we have been helping individuals, families and businesses safeguard and grow their wealth.
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.
Navigating financial decisions can be complex. We make it simple, working with you to create a financial plan aligned with your personal goals, and 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 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 and property. We have solutions for all investor types and risk appetite, including discretionary portfolios where we manage your investment or advisory services where you make the decisions advised by us.
Your dedicated adviser will work with you to develop a personalised investment strategy, aligned with your life goals and informed by tax and cost considerations.
Investing
Managing Director
Private Clients UK
Director
Chartered Wealth Manager
William Robinson
Associate Director
Stephen Grissing
Investment Strategist
Paul Nicholson
Head of Investment Strategy
Ben Banerji
Portfolio Manager
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93%overall satisfaction*
Over 90 yearsin business
900experienced employees
£20bn+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.
Security centre
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. 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 November 2025. The ‘Voice of the Client’ survey was conducted in 2025 with a large representative sample of the Davy UK base.
