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Wealth Management

Life’s better with a plan

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

At Davy, we're here for the long term

At Davy, we’re here for the long term. For over 90 years we have been helping generations of families and businesses achieve their goals through our investment platforms and solutions.

We have practical experience of dealing with the opportunities and real-life challenges that wealth management can bring.

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Achieving your financial goals

Whether you’re looking to get the most from the assets you’ve acquired, or you want to take your business to the next level of growth, we’re here to help you achieve your goals.

Our approach is structured yet flexible and we offer a number of service levels to suit your needs. The level of service that’s right for you will depend on your personal preferences.

Whatever your wealth management needs, your goals and ambitions drive our purpose, which is to deliver world-class outcomes.

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Your trusted investment partner in Northern Ireland

At Davy UK relationships really matter to us. We provide steadfast financial planning and investment advice throughout your lifetime, working with you to help you achieve your goals. Our team of highly-trained, Belfast based advisors will guide you on your journey.  

We take the time to gain a clear understanding of what’s important to you so that we can match your needs with a range of suitable investment options. We also offer goals-based financial planning and wealth management advice tailored to each stage of your life.

Perhaps you’re looking to invest now or need broader financial planning advice for where you’re at today. Maybe you’re looking a bit further down the road or preparing for retirement. Whatever your stage of life, consulting with a qualified wealth manager and starting the planning process will put some solid foundations in place.

Get in touch with our Belfast office today. We can help you build your future.

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What's important to you?

We can work with you to create a structured yet flexible plan that’s genuinely built around your ambitions, your family and your priorities.


“Taking care of those that matter most”


“Home is where the heart is”


“What’s my next step?”


“It’s time to secure my future”


“Making my business work for me”


“Let’s talk about their future”


“Protecting the greatest possession”


Our Latest Insights

Our People

Our advisers are here to help

Source: *NI Voice of Client Survey 2023

We’re ready to help you plan for a better future.

Your financial future starts with a conversation.

Contact us