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Acquisition establishes Davy Private Clients as the number one wealth manager in Northern Ireland, managing £1.25 billion of client assets.
Belfast, London and Dublin, Monday 30th November 2015 – Davy Private Clients UK, the wealth management and financial planning division of the Davy Group, is pleased to announce that it is acquiring Pension & Financial Consultants Limited (PFC), one of Northern Ireland’s leading wealth management firms.
Commenting, Brian McKiernan, Chief Executive of Davy Group, said:
“We have identified a growing need for high quality and increasingly sophisticated financial advice and wealth management in Northern Ireland. Davy has invested heavily to ensure that we are in a position to make a difference to our clients through the quality of our people and our advice. By adding PFC we will integrate a team of directors and staff who are of like mind and ensure that we have the scale and resources in Northern Ireland to meet the evolving needs of our growing client base”.
Commenting, Stephen Warke, Managing Director of PFC, said:
"During our 20 years in business our primary aim has always been to provide the best advice possible focused on our clients’ needs and requirements. Having considered the matter in great detail over the last year we now feel the time is right to bring together the strengths of our business with that of another leading firm who have the same principles. We have been highly selective in choosing Davy and believe together we are best placed to serve our clients’ needs through our unique strength and depth of resources across pensions, financial planning, investment and wealth management. We are very excited at the potential this transaction provides for our clients and staff alike.”
Stephen Felle, Chief Executive of Davy Private Clients (UK), added:
“The addition of PFC is the latest in a series of milestones for Davy Private Clients in Northern Ireland over the last three years, and has helped us achieve a leadership position in that market. Davy’s focus is on building long-term relationships with our clients based on trust, and high quality financial advice and investment outcomes. We look forward to welcoming PFC’s clients to Davy, demonstrating to them our commitment to such high service standards, and working with them in the years and decades ahead on their financial affairs”.
For full press release, please download the PDF below.