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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?

Get in touch

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.


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.


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.


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.


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.

Source: *Voice of the Client Survey Q4 2021

Let’s start the conversation.

Your financial future starts with a conversation.

Contact us