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Why Davy : Mature man in white t shirt

Why Davy

We help you achieve your investment goals.

Whether you are a private individual, a business owner or an executive, at Davy our purpose is exceptional client outcomes delivered by a world-class team.

We put our expertise and experience to work for you

As Ireland’s leading wealth manager, we have practical experience dealing with the real-life challenges and opportunities that managing wealth brings. Your adviser will be an experienced and qualified financial planning and investment professional, supported by a team of technical specialists with expertise spanning global investment markets, tax planning and wealth structuring, pensions and bespoke portfolio management.

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Financial Planning

We provide you with a financial plan that is focused on your goals

We pride ourselves on putting the client at the heart of everything we do. We work to understand what is important to you and create a financial plan and investment strategy to help you achieve your goals. Your goals and objectives will be at the centre of how your adviser and the broader Davy team deliver for you.

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We aim to deliver world-class investment outcomes for you

We offer investment management underpinned by deep expertise, a robust process and access to a comprehensive range of solutions including some of the world's leading investment managers. Our personalised portfolio management service takes account of your financial circumstances and your investment preferences. We understand that it is returns after tax, after inflation and after costs that matter most to you.

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We bring you peace of mind

We know how important your financial assets are to you. For over 90 years we have been safeguarding our clients’ assets, in many cases as they’ve been handed from one generation to the next. You can have confidence that your assets and your personal data are safe with us.

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.

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