Davy Financial Advice Service - Helping you achieve your Goals.
 

We focus on delivering professional advice and recommending solutions to deliver financially superior investment returns for our customers, based upon a clear understanding of their needs.

The Financial Advice Service provides once-off investment advice, and does not involve ongoing advice to those availing of this service. Our approach is to fully understand your circumstances when we meet you and provide appropriate advice at that time. This approach enables us to offer you a cost efficient service. Should you require further advice, for example if your circumstances change, the option is always available to you to revert to us for another consultation.

              FINANCIAL ADVICE SERVICE APPROACH


                          Financial Advice Approach


UNDERSTAND YOUR NEEDS

Our advisers will take the time to understand your unique needs and objectives, approach to risk, financial circumstances, market knowledge and experience and your time horizon so we can fully understand your personal situation.


PERSONALISED ADVICE
We will then consider your particular situation when giving you advice to help you achieve your goals.

HIGH QUALITY SOLUTIONS
We believe in a diversified approach to investing and we have a range of diversified investment solutions, based on Davy Funds, that we can recommend to help you achieve your financial objectives .  



BENEFITS OF DAVY FINANCIAL ADVICE SERVICE

 Expert Advice      Expert advice to ensure the right investment solution is recommended for your needs.
 Highly Skilled Investment Professionals   A team of highly-skilled investment professionals, working on your behalf.
 Avoiding unnecessary investment costs   A focus on avoiding unnecessary investment costs, through the selection of both active and passive funds.
 Flexibility   Flexibility – Your investment can be made directly, or in a pension or trust structure to suit your requirements.
 Online Access 24/7   Online access 24/7 through a secure online portal to enable you to view the value of your investment, quarterly fund updates and valuations as well as market commentary.

 

RISKS

  • You will not receive ongoing advice or periodic reviews as part of the Financial Advice Service unless you contact us and request updated advice.
     
  • We will only make recommendations in respect of Davy Funds and there is a potential for a conflict of interest. Davy (or a Davy Related Party) is the appointed discretionary Investment Manager and will receive fees and charges in this capacity. Davy’s Conflicts of Interest Management policy is available here.
     
  • There are risks associated with putting any financial solution in place. There is no guarantee that the investments you make will be profitable or perform as expected. You may lose some or all of the money you invest. The value of your investment may go down as well as up.
     
  • Please note that these risks are not exhaustive and there may be other risk factors which should be taken into consideration. For information on the risks associated with availing of the Davy Financial Advice Service, please contact one of our financial advisers to discuss and refer to the Terms and Conditions.
     

Fees, charges and commissions may apply to products that you decide to avail of as part of the service. Please refer to the Fees and Charges Schedule as well as the relevant Product Documentation for full information.
 

Helping you achieve your goals


Whatever your goals, the Davy Financial Advice Service provides a range of solutions to help you achieve them.

 

Start the conversation today: 

Mark Neacy:01-614 9956
Tim Conway:01-614 8873

Let us call you

Want us to give you a call? We will respond to your query in one working day.