Wealth Management
Getting started
For over 90 years Davy have helped our clients to manage their wealth. It all begins with a simple, no obligation conversation.
Who we work with
We serve private individuals and their families to help them manage their wealth in line with their needs and through the various stages of their life.
We work with entrepreneurs and family businesses to help them to translate their business success into personal financial success.
We work with busy professionals and executives to help them to manage their financial affairs efficiently as they progress through their careers.
We work with a wide range of institutions including Charities & Not-For-Profit Entities, Religious organisations, and Hospitals, Co-ops, Educational, Sports and Arts institutions. We provide advice and create frameworks that help enable them to best manage their financial assets.
Our Transactional Financial Planning Service provides once-off personalised advice and can recommend solutions limited in scope to a specific request or requirement.
Have a question?
Let's start the conversation.
When I meet with a client my priority is to understand their needs and objectives as effective financial planning can truly make a difference in helping them achieve their financial goals.
Lisa Lucas
Associate Director, Davy Private Clients UK
Call or email us today for a no obligation conversation.
Helping you achieve the future you want.
Understand
We take the time to listen and understand what’s going on in your life right now. We work with you to identify the goals and priorities that are important to you and your family.
Plan
Your financial life plan is a journey made up of different stages. Our commitment is to help you navigate this journey, with the aim of mapping and securing your financial future today and tomorrow.
Invest
By combining our understanding of your financial goals and circumstances with our view of the world, we can select and manage a suitable strategy to achieve your specific needs.
Review
Markets and personal circumstances change over time. You can expect regular reviews to track progress towards meeting your goals, modifying your investment strategy as needed.
94%overall satisfaction*
Over 90 yearsin business
More than 700experienced employees
£13bn+ assetsunder management
96% trustrating from clients*
Keeping you safe
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 January 2020. Source: The Voice of the Client survey was conducted in October 2019 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.