We make pensions simple, working with you to develop a comprehensive plan aligned with your retirement ambition.
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Improvements in life expectancy and greater work flexibility mean people today have a much broader suite of retirement options. Irrespective of when or how you decide to retire, having enough income to maintain the lifestyle you’ve planned for is fundamental. There’s no rule book that dictates when to start saving for retirement, but one thing’s for certain, the earlier you start, the better the outcome.
For us, pensions are the cornerstone of successful financial planning. We take the time at the beginning of our relationship to work out what really matters to you. Your life goals provide the blueprint for all our services.
As Ireland’s leading wealth management firm, we have in-house experts across planning, pensions, tax and investments. Your dedicated wealth adviser ensures that you have the full benefit of their expertise across your retirement plan.
We know that an adviser who is invested in their working relationship with you is best placed to deliver exceptional outcomes for you and your family.
We offer a range of pension structures to suit your investment, tax and draw-down preferences. Pre-retirement solutions include Personal Retirement Savings Account (PRSAs), retirement bonds and company pension schemes, with Approved Retirement Funds (ARFs) our primary solution for retirees.
Your adviser will work with you to develop your personal pension portfolio, aligned with your retirement plan, and capable of accommodating alternative assets like property.
Our managed investment portfolios feature consistently in the top-quartile of peer performance.
We have helped individuals, families and business safeguard and grow their assets for almost 100 years, developing the tools, skills and solutions to deliver exceptional client outcomes.
12 November, 2024
22 October, 2024
19 September, 2024
Warning: The value of your investment may go down as well as up. If you invest in this product you may lose some or all of the money you invest. This product may be affected by changes in currency exchange rates. Past performance is not a reliable guide to future performance.
Warning: Please note that Davy does not provide individual tax advice. You should consult your own tax advisor about the rules that apply to you.
