Davy Private Clients, the Northern Ireland-based wealth management and financial planning division of J&E Davy (Davy), has agreed to acquire Square Seven Financial Planning, part of a two year acquisition spree.
Established in 2005, Square Seven provides independent financial advisory services in Northern Ireland advising private, corporate, trust and pension clients. Its two founding directors David Rea and Sam Curry will join Davy's existing Belfast-based private client team upon completion of the acquisition. Davy Private Clients opened its Northern Ireland office in 2007 and has an existing team of 10 professionals servicing the investment and financial planning needs of clients in Ulster. The team also works closely with IFAs who outsource their clients' investment management needs to...
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