Stephen Marshall
Wealth Manager at Davy
Based in Lisburn, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
Lisburn
Industry
Financial Services
Company size
1.1K
Contact information
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s•••••••@davy.ie
Phone
5 credits+44 ••• •••• ••••
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Background
About Stephen Marshall
I’m a Wealth Manager at Davy, working with high‑net‑worth clients, particularly business owners and people approaching retirement, helping them make clear and informed financial decisions. I focus on the key decisions that really matter, whether that’s investing surplus funds, planning for retirement, or organising assets for the next generation.My approach is straightforward. I aim to cut through complexity and help clients use their wealth in a way that suits their goals. I support clients in growing, protecting, and eventually passing on their assets with confidence and a long‑term perspective.
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