Professional

Addressing the totality of your financial needs often means teaming with other experts and professional advisers to provide access to the full range of expertise required.

To do this effectively, we have set up The Professional Partnership, a formal arrangement through which we can:

  • Develop close working relationships with accountants and solicitors
  • Actively assist other professional firms with financial planning and investment services for their clients
  • Add an outsourced financial planning service to their client proposition
  • Easily bring a team of experts together to meet the needs of individual and business clients.

We are the trusted advisers for the clients of more than 80 professional accountancy and solicitor firms in Northern Ireland. We have a firm belief that in order to provide the best outcome for you, it’s vital to align both taxation and legal advice.
Jonathan McAlpine, Davy Private Clients UK