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We make pensions simple, working with you to develop a comprehensive plan aligned with your retirement ambition.
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Improvements in life expectancy and greater work flexibility mean 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. There’s no rule book that dictates when to start saving for retirement, but one thing’s for certain, the earlier you start, the better the outcome.
For us, pensions are the cornerstone of successful financial planning. We take the time at the beginning of our relationship to work out what really matters to you. Your life goals provide the blueprint for all our services.
As Ireland’s leading wealth management firm, we have in-house experts across financial planning, pensions and investments. Your dedicated adviser ensures that you have the full benefit of their expertise across your retirement plan.
We know that an adviser who is invested in their working relationship with you is best placed to deliver exceptional outcomes for you and your family.
We have helped individuals, families and businesses safeguard and grow their assets for 100 years, developing the tools, skills and solutions to deliver exceptional client outcomes.
Deirdre Kennedy
Head of Global Fundamental Equities
Donough Kilmurray
Chief Investment Officer
William Robinson
Associate Director
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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.
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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 November 2025. The ‘Voice of the Client’ survey was conducted in 2025 with a large representative sample of the Davy UK base.
