Our Services

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Planning Your Pension And Investments 

At Davy, we understand that each client has their own individual circumstances and goals. That is why we provide a diverse range of products and services to help our clients plan for their future financial well-being.

Our Services

Planning
  • Assessment of financial objectives
  • Capital savings/income and investment plan
  • Asset consolidation 
Pension
  • Technical pension advice
  • Administration and actuarial services
Investment
  • Personalised portfolio construction and management
  • Active asset selection and allocation

Our Pension Platform

Our Investment Platform

  • Customised to you - designed to help meet your individual objectives
  • Global - access to investments from the world's leading managers
  • Diversified - access to a wide variety of asset classes, investment managers and sectors
  • Flexible - structured to be reactive to economic/market conditions and changes in your personal circumstances
  • Tax efficient - access to a range of investment structures to maximise after tax returns

Why choose Davy?

  • The quality and experience of our technical, pension and investment specialists
  • Our approach to developing an integrated and customised plan for you
  • The breadth and flexibility of our pension and investment platforms
  • Our dedicated teams and systems will ensure the effective administration of your pension

Davy acts as Pensioneer Trustee to Self-Administered Schemes. Davy is a PRSA provider and a Qualified Fund Manager to ARFs.

Getting Started

Why Choose Davy?

  • Experienced specialists
  • Integrated approach
  • Flexible platforms
  • Dedicated team

Useful Links

contact our pension planning team for a no-obligation consultation

Start Now

Need Help? Call us on 1800 123 123

Contact Us

Warning: The information contained herein does not purport to be comprehensive, all inclusive or to contain all the information that a prospective investor might reasonably require in considering pension products. It is strictly for information purposes only and must be read in conjunction with the product brochures. This information does not constitute advice or a recommendation in any way. It does not take into account the knowledge and experience, investment objectives or financial situation of any particular person. The information contained herein is based on our understanding of current Irish tax legislation and Revenue guidelines. Prospective investors are advised to make their own independent commercial assessment of the information contained and obtain independent professional advice (including inter alia legal, financial and tax advice) suitable to their own individual circumstances, before making an investment decision, and only make such decisions on the basis of their own objectives, experience and resources.

J&E Davy, trading as Davy, is regulated by the Central Bank of Ireland. Davy is a member of the Irish Stock Exchange, the London Stock Exchange and Euronext. For branches in the UK, Davy is authorised by the Central Bank of Ireland and subject to limited regulation by the Financial Services Authority. Details about the extent of our regulation by the Financial Services Authority are available from us on request.

Davy acts as Pensioneer Trustee to Self-Administered Schemes. Davy is a PRSA provider and a Qualified Fund Manager to ARFs.

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