Davy Private Clients Our People

Financial Planning

Whatever your financial planning requirements, Davy’s team of advisors can work with you and your Portfolio Manager to draft a financial plan designed to meet your needs.

Brian Walsh

Director - Financial Planning

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 Feighan

Financial Planning Consultant

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 Kennedy

Financial Planning Consultant

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 Power

Financial Planning Manager

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 Randles

Financial Planning Manager, Cork

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).

+353 86 857 9060

Rory Murphy

Financial Planning Manager, Galway

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.

+353 91 530 520

Paula Finlay

Financial Planning Specialist

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).

CONTACT THE TEAM

Call or email us to discuss your requirements or arrange a meeting.
Give us a call on  +353 1 614 8778 or email us at  privateclients@davy.ie

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