Wealth Management Life’s better with a plan
We work with you to create your financial life plan that's built around your life, your family and your priorities.
How we can help?
What's important to you?
In creating your financial life plan your adviser will seek to understand what is important to you.
Family
"Taking care of those who matter most"
"Taking care of those who matter most"
Whether you've recently said 'I do', are worried about your children's education fees, or are helping care for relatives we can help you plan financially for changing family dynamics and needs.
Home
"Home is where the heart is"
"Home is where the heart is"
Your plan takes into account your intentions for the place you call home and the resulting impact on your finances whatever the scenario - staying put, upsizing, downsizing, renovating or buying the holiday home of your dreams.
Career
"What's my next step"
"What's my next step"
Your career trajectory can have a huge impact on your finances - it's important to plan ahead to ensure your career today can help you plan for a better future.
Lifestyle
"It's time to secure my future"
"It's time to secure my future"
You are in charge of your goals - planning keeps you focused to ensure your spending and saving habits result in you living the life you want now and in the future.
Business
"Making my business work for me"
"Making my business work for me"
Make your business work for you (not the other way round)- a plan puts you on the path of financial independence translating your business accomplishments into personal financial success no matter what stage of life you and/or the business is at.
Legacy
"Let's talk about their future"
"Let's talk about their future"
We all want to help the generations that come behind us - a plan explores the steps you can take to leave a lasting legacy in the future.
Health
"Protecting the greatest possession"
"Protecting the greatest possession"
Financial protection is often critical, but unfortunately not always treated as a priority. A plan highlights the protection you and your family requires to be prepared for the unexpected - essentially ensuring a “safety net” for all of the contingencies of life.
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We’re ready to help you plan for a better future.
Your financial future starts with a conversation.
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 belfast@davy.ie. 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.