Making your day perfect, one marquee at a time
At Devine Financial Management Ltd, we are a small firm of Independent Financial Advisers based in London and Southend-on-Sea, providing expert financial planning and advice to private individuals, small to medium-sized companies, and trustees. With over 20 years of combined experience, our directors, Tony Devine and Andrew Nicolson, have a deep understanding of the financial services industry and a commitment to delivering exceptional client service.
Our Services
We specialise in a range of services, including:
- Retirement Planning: We help clients plan for a secure and comfortable retirement by providing bespoke financial planning and advice. Our services include pension consolidation, pension transfers, and retirement income planning.
- Investments: We offer a range of investment solutions to help clients achieve their financial goals, including portfolio construction, pensions, and general investment portfolios.
- Tax Advice: We provide tailored tax advice to help clients minimise their tax liabilities and maximise their financial returns. Our expertise includes income tax, capital gains tax (CGT), and inheritance tax (IHT) planning.
- Life and Health Insurance: We offer a range of life and health insurance solutions, including personal and company-level insurance policies.
- Inheritance Tax Planning: We help clients reduce the impact of inheritance tax by providing expert advice on will writing, trust planning, and IHT planning strategies.
Tony Devine
With dual qualifications as an IFA (Diploma - Personal Finance Society) and a Chartered Accountant - England & Wales, Tony has a broad range of expertise. His experience includes pension transfer and consolidation, portfolio construction, and potential IHT mitigation on client estates.
Andrew Nicolson
Andrew has over 20 years of experience as an Independent Financial Adviser, with a special focus on advising business owners and entrepreneurs on managing their financial affairs. He has developed a wealth of professional connections, including chartered tax advisers and legal professionals, and is skilled in portfolio construction, pensions, and investments.
Why Choose Us
At Devine Financial Management Ltd, we pride ourselves on providing:
- Personal Service: We take the time to understand your unique financial goals and provide tailored solutions to meet your needs.
- Expertise: Our directors have extensive experience in the financial services industry, with over 20 years of combined experience.
- Transparency: We believe in clear and concise communication, ensuring you always understand your financial options and the services we provide.
Contact us today to schedule a free, no-obligation consultation and discover how we can help you achieve your financial goals.
Excellent Financial Advice
The reviewers have praised Antony Devine for his exceptional financial advice and trustworthy services.
Professionalism and Trust
The reviewers have commended Antony Devine for his professionalism and trustworthiness. They have expressed their confidence in his ability to handle their financial portfolios, citing his excellent care and attention to detail.
Personalized Service
The reviewers have appreciated the personalized service provided by Antony Devine, who takes the time to understand their individual financial challenges and explains the options available to them in a clear and concise manner.
Consistently Good Returns
One reviewer has reported consistently good returns on their investments, thanks to Antony Devine's sound advice.
Clear Communication
The reviewers have praised Antony Devine's ability to communicate complex financial information in a clear and concise manner, noting that he is responsive to their queries and concerns.
Be the first to review Devine Financial Management.
Write a Review
