Growth Network Member, Belfast
Tim Sterritt
Wealth Manager, Private Clients UK|Davy
About Tim Sterritt
Tim Sterritt is a Wealth Manager with Davy Private Clients UK, based in Belfast, Northern Ireland. He works with individuals, families and business owners to safeguard and grow their wealth, combining the strength of Davy's 100-year track record with a personal, high-touch approach to financial advice.
At Davy, the relationship always starts with understanding what really matters to the client. Tim takes time to learn about your life goals, financial ambitions and the practical realities of your situation before building a plan that fits. He believes that good advice is not about products; it is about clarity, trust and a long-term partnership that adapts as life changes.
Tim's focus includes retirement planning, investment strategy and wider private client financial advice. He helps clients make the most of tax-efficient pension saving, structure income for the lifestyle they want in retirement, and develop personalised investment portfolios aligned with their goals and risk appetite. Whether you are a business owner planning succession, an executive building wealth, or already retired and managing capital, he works to simplify complexity and keep you on course.
Davy's financial planning process is goal-based and proactive. Your plan is monitored over time, adjusted for market conditions, interest-rate changes and changes in your circumstances, with a dedicated adviser connecting you to the full Davy network of pensions, tax and investment expertise. For Tim, this means clients receive consistent, informed guidance and the reassurance that their financial future is being looked after properly.
How Tim Helps
- Wealth Management: Personal, high-touch wealth management that helps individuals, families and business owners safeguard and grow their assets over the long term.
- Retirement Planning: Goal-based retirement planning that makes the most of tax-efficient pension saving and structures income for the lifestyle you want.
- Pension Planning & Advice: Clear guidance on pension contributions, retirement options and the rules that affect your long-term saving, from starting early to drawing income.
- Investment Strategy: Personalised investment portfolios aligned with your life goals, risk appetite and time horizon, informed by Davy's global investment research.
- Private Client Financial Advice: Dedicated advice for private clients that connects your financial plan to Davy's wider expertise in pensions, tax, investments and succession.
- Financial Goal Planning: A structured planning process that starts with your life goals and adapts as circumstances, markets and priorities change.
- Tax-Efficient Investing: Helping clients understand and use the tax advantages available through pensions and other structures to maximise long-term wealth.
- Business Owner & Succession Advice: Support for business owners and executives facing succession, wealth-building and retirement decisions, including the interplay of business and personal assets.
Davy Private Clients UK
Tim advises clients through Davy Private Clients UK — part of Davy, one of Ireland's most established wealth management firms with a track record spanning more than 100 years. From Belfast, he provides personal, high-touch financial planning to individuals, families and business owners across Northern Ireland and the wider UK.
Davy's goal-based planning process starts with what really matters to each client and connects them to the firm's wider expertise in pensions, tax, investments and succession. Plans are monitored and adapted over time — clients receive consistent, informed guidance and the reassurance that their financial future is being looked after properly.
Tim in The Growth Network
Tim is a Growth Network member in Belfast and brings specialist wealth management and retirement planning expertise to the community. He helps members, their families and their businesses build long-term financial security in a trusted, relationship-led way.
His personal, high-touch style makes him a natural sounding board for business owners and executives thinking about wealth, retirement and succession — with the strength of Davy's research and planning team behind every conversation.
Why Connect with Tim
- Wealth Manager with Davy Private Clients UK — Belfast-based, serving NI and the wider UK.
- Personal, goal-based financial planning for individuals, families and business owners.
- Retirement and pension planning — tax-efficient saving and income strategies for the lifestyle you want.
- Personalised investment strategy aligned with goals, risk appetite and time horizon.
- Support for business owners on succession, wealth-building and retirement decisions.
- Access to Davy's full network of pensions, tax and investment expertise.
- Belfast Growth Network member — clear advice, trust and a long-term partnership.
Key facts
Key Facts at a Glance
A quick-reference summary of Tim Sterritt — Wealth Manager with Davy Private Clients UK and Growth Network Belfast member.
- Role
- Wealth Manager, Private Clients UK — Davy
- Based in
- Belfast, Northern Ireland
- Serves
- Individuals, families, business owners and executives across NI & UK
- Firm heritage
- Davy — 100+ year track record in wealth and investment management
- Specialisms
- Wealth management, retirement & pension planning, investment strategy
- Approach
- Personal, goal-based, high-touch — clarity, trust and long-term partnership
- Best for
- Business owners, executives and retirees planning long-term wealth
- Community
- Growth Network — Belfast
Links & Connect
Get in touch with Tim
No pressure and no pitch. Reach out directly, or ask us for a warm introduction through The Growth Network.
- Company
- Davy
- Phone
- +44 28 9031 0655
- [email protected]
- Website
- www.davyuk.co.uk
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