Davy's Debt & Specialist Finance team is the largest in Ireland. We act for both borrowers and investors in the global debt markets.
We are active traders in all sovereign bonds and global credits, and are primary dealers of Irish government bonds.
Our Institutional Services are supported by innovative, timely and commercial ideas based on our knowledge and understanding of the companies we cover and the industries in which they operate.
For more than 85 years, Davy has been committed to serving charitable organisations.
Davy Charities offers comprehensive investment solutions across the Charity, Not-For-Profit, Endowment and Philanthropic investment landscape.
Davy has over 15 years' experience in the credit union market in Ireland, and can offer investment expertise and assistance in relation to regulatory and market developments.
Our dedicated Credit Unions team provides a choice of service offerings to meet the individual requirements of each Credit Union.
Davy offers a competitive share dealing service for Employee Share Option Plans (ESOP).
We have a highly qualified and experienced ESOP team dedicated to assisting members of company share plans. Services include Approved Profit Share Schemes, Employee Share Option Schemes, Restricted Stock Unit Schemes, and Save As You Earn Schemes.
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.
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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Give us a call on +353 1 614 8778 or email us at firstname.lastname@example.org