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Davy Group provides bespoke wealth management, tailored to the unique financial landscapes of Ireland and the United Kingdom. With deep local insight and global expertise, we help individuals, families and businesses protect and grow their wealth with confidence.
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At Davy, we provide specialist advice for clients with UK and Irish wealth management needs, offering comprehensive financial planning and tax-efficient investment strategies to help you achieve your long-term financial goals.
Whether you’re navigating the complexities of international pension transfers, UK and Irish succession tax regimes, or global investment strategies, our wealth managers have the expertise to advise you through every step.
Our dedicated teams are based in our London, Belfast and Dublin offices and can provide coordinated advice on this specialist area of financial planning. Our platform is built to support the unique international profiles of our clients, and we can provide access to investment solutions in both euro and sterling, as well as coordinating the transfer of investment assets across jurisdictions.
In the UK, your tax status is determined by residency.
In Ireland, your tax status is determined by residency, ordinary residency and domicile, and depending on your combination of these key factors, your Irish tax obligations will vary.
Understanding your tax position is essential for:
Navigating financial planning across the UK and Irish tax regimes can be complex. We work with you and your tax professionals to deliver a bespoke financial plan, with tailored investment solutions that align with your unique circumstances.
This personalised approach provides a comprehensive view of your financial situation, defines measurable goals, outlines actionable steps, and offers tailored investment solutions.
Understanding your tax obligations in the UK and Ireland can be challenging - especially when residence, domicile, and international assets are involved. We have advisers based in both jurisdictions and can collaborate with your tax professionals to help you understand key tax identifiers, risks and planning opportunities.
Our platform offers access to a broad range of traditional and alternative investments across multiple currencies and asset classes. Whether you’re seeking global diversification or specific regional exposure, our solutions are designed to meet the needs of internationally minded investors.
While Ireland offers attractive lifestyle benefits for retirees, building a pension locally may not be the most tax-efficient strategy for foreign nationals or those with pension funds situated in the UK.
Navigating the complexities of succession planning requires a strategic approach that accounts for diverse tax regimes, as the UK and Ireland’s succession regimes are materially different. We work closely with your trusted tax professionals to ensure your estate plan is structured to support tax efficiency and preserve wealth across generations and jurisdictions.
Director
Private Clients UK
Director, Business Development
Assistant Wealth Manager
Director, Financial Planning
Private Clients ROI
93%overall satisfaction*
Over 90 yearsin business
900experienced employees
£20bn+assets under management with Davy Group
£2bn+assets under management with Davy UK
93% trustrating from clients*
Your financial future starts with a conversation.
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William Robinson
Associate Director
Stephen Grissing
Investment Strategist
Paul Nicholson
Head of Investment Strategy
Ben Banerji
Portfolio Manager
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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.