At Davy Private Clients we help individuals, families and charities preserve and build their wealth. We work closely with clients to develop financial plans and investment strategies that reflect their particular goals and needs. By integrating our view of the world with investments that combine in-house expertise with external specialists, we construct risk managed and results focused global investment portfolios customised to each client. I lead a team of experienced wealth managers and investment advisors. We specialise in working with company executives, business owners and families on investment, income and succession planning, pension planning and financial protection needs.With over 25 years experience in financial services, my qualifications include a Masters in Financial Services, MSc (1st.), I am a Qualified Financial Advisor (QFA) and a CFP® Professional*. I am also a Registered Stockbroker and Registered Representative of the Irish Stock Exchange. I am a member of the Financial Planning Standards Board (Ire) and the Institute of Bankers (Ire).Established in 1926, the Davy Group is Ireland's leading provider of wealth management, asset management, capital markets and financial advisory services. The Davy Group is headquartered in Dublin, with offices in London, Belfast, Cork and Galway. Employing over 700 people, we offer a broad range of services to private clients, small businesses, corporations and institutional investors, and organise our activities around five interrelated business areas - Asset Management, Capital Markets, Corporate Finance, Private Clients and Research.* CFP® professional certification represents the highest level of professional practice internationally in financial planning.