Declan joined Davy in 2015 as Head of Financial Planning and has overall responsibility for the development of holistic financial plans to meet the individual needs of our clients. Prior to joining Davy, Declan worked in Mercer and has over 12 years of experience consulting with senior executives and Trustee Boards across large multinational and local companies. Most recently, Declan was Head of Clients for Mercer’s investment management business in Ireland, developing new innovative solutions for defined benefit and defined contribution pension plans. He previously worked as a consulting actuary for a range of international and domestic clients. He is a fellow of the Society of Actuaries in Ireland and the Institute of Actuaries in the UK. He graduated in Financial & Actuarial Mathematics from Dublin City University in 2000 and is a Qualified Financial Advisor (QFA).
Brian joined Davy in 2006 as Head of Financial Planning. Brian Works closely with clients and their advisors to ensure that any investment strategy is considered in conjunction with an overall Financial Plan and is structured in a tax efficient manner. Prior to joining Davy he was a Director of Tax at Mazars from 2001 and prior to that worked in both Ireland and the UK where he specialised in tax for owner manager business. This included wealth management, succession planning, company reconstructions on a domestic and international basis. Brian is a Chartered Tax Advisor, QFA, TEP (Trustee and Estate Practitioner) and a member of the Institute of Bankers in Ireland.
Deirdre joined Davy from PwC in 2013, where she worked as a tax consultant. Within Davy, she specialises in helping clients structure their affairs tax-efficiently, with particular focus on optimising portfolio returns, preparation for business exits and succession planning. She holds a degree in Law and French from University College Cork and a masters in Corporate Governance and Public Policy from Queen’s University Belfast. She is a Chartered Tax Advisor.
Peter joined Davy in 2002 and is a Senior Financial Planning Consultant. His responsibilities include the provision of financial planning solutions to private clients. He has particular expertise in pensions, tax structuring and protection. Peter holds a degree in Business Studies from Dublin City University (DCU) and a postgraduate Diploma in Financial Planning from University College Dublin (UCD). Peter is a Certified Financial Planner, CFP® and a member of the Institute of Bankers in Ireland.
Martin joined Davy in 2014 as a member of the Financial Planning team. Martin specialises in financial protection advice for Davy clients from both a domestic and commercial perspective. Prior to joining Davy, Martin worked with IFG and Canada Life as Broker Development Manager. He is a Qualified Financial Adviser (QFA) and an Associate of the Institute of Taxation (AITI).
Colm joined Davy in 2007 and is a Senior Financial Planning Specialist. His responsibilities include the provision of financial planning solutions to private clients. He has particular expertise in pensions, tax structuring and protection. Colm holds a Bachelor of Business and Legal Studies from University College Dublin (UCD) and a Masters in Finance and Capital Markets from Dublin City University (DCU). He is a CFA charterholder, a member of the CFA Institute, a Qualified Financial Advisor (QFA) and a registered representative of the Irish Stock Exchange.
Heather joined Davy in 2006. She has over 20 years’ experience in financial services and financial planning working directly with private individuals, business owners and corporates to identify the correct strategies and structures to achieve their goals. Her responsibilities include the provision of financial planning solutions to private clients. She has a particular expertise in pensions, tax structuring and protection. Heather is a Chartered Tax Adviser (CTA), Registered Stockbroker, a member of the Institute of Bankers and a Qualified Financial Advisor (QFA).
Rory joined Davy in 2013, having previously worked with Goodbody Stockbrokers, Zurich and HC Financial Services. He specialises in advising our clients and their families on how to get the most out of their financial assets with particular emphasis on pensions, protection and tax-efficient structuring. Rory holds a degree in Commerce from NUI Galway and a Diploma in Pensions. He is a Registered Stock Broker and a Qualified Financial Advisor (QFA). He is also a member of the Institute of Banking in Ireland.
Paula joined Davy in 2010 from Independent Trustee Company, where she worked as a pensions technical consultant. Within Davy, she specialises in advising clients how to plan financially for their future. Paula has particular expertise in pensions, retirement advice and tax structuring. She holds a Bachelor of Business Studies and German from Trinity College Dublin and is a Chartered Tax Adviser (CTA). She is a member of the Institute of Taxation in Ireland and the Irish Institute of Pension Managers (MIIPM). Paula holds a Diploma in Retirement Planning Advice and is a Qualified Financial Advisor (QFA).
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