What can you expect from Davis Financial Services?

As a first step, we will take time to get to know you, your personal circumstances and your financial goals. We will discuss your available options and help you to crystallise these options into a financial plan. We will then research the products that match your needs from the range of companies we deal with.

We will offer a “fair analysis” of the relevant sector or market. This means we will research a majority of the product providers in the market when advising on your needs. In relation to life and pension products, there are seven life companies active in the Irish market. We deal with all of these seven companies, so you get market wide advice from one source.

Davis Financial Services Ltd is remunerated by commission and other payments from product producers or lenders on the completion of business. Should you wish to avail of the option to pay in full for our services by means of a fee, a schedule of our fees are available in our Terms of Business.