Protecting Your Wealth, Enhancing Your Future
At Devine Financial Management Ltd., we are a team of experienced Independent Financial Advisers (IFAs) based in London and Southend-on-Sea, specialising in providing expert guidance on investments, retirement options, and related tax advice. Our team, led by Tony Devine, a Chartered Financial Planner and qualified Chartered Accountant, has over 20 years of experience in financial planning.
Our Services
We understand that each client's financial situation is unique, and that's why we take a comprehensive approach to financial planning. Our services are designed to help individuals, business owners, and trustees navigate the complex world of finance, ensuring that they make informed decisions about their wealth. Our areas of expertise include:
- Pensions and Retirement Planning: We help individuals plan for retirement, ensuring that they can maintain their standard of living in their golden years. Our services include pension income drawdown, relevant taxation advice, and managing client funds within pension, ISA, and general investment portfolios.
- Investments: We offer low-cost solutions for pensions and investments, ensuring that our clients' wealth grows while minimising tax liabilities.
- Inheritance Tax Planning: We help our clients mitigate inheritance tax (IHT) liabilities, ensuring that their loved ones receive the maximum inheritance possible.
- Business Services: We provide tailored financial solutions for small to medium-sized businesses, including group pensions, key man insurance, and shareholder protection.
Our Approach
At Devine Financial Management Ltd., we pride ourselves on our commitment to providing unbiased, fee-based advice that is tailored to each client's unique needs and goals. We take a holistic approach to financial planning, considering every aspect of our clients' financial situations, from investments and pensions to tax planning and estate planning. Our goal is to help our clients achieve financial freedom, and we do this by providing expert guidance, regular portfolio reviews, and ongoing support.
Our Values
At Devine Financial Management Ltd., we are committed to:
- Providing unbiased, fee-based advice that is tailored to each client's unique needs and goals.
- Building long-term relationships with our clients, based on trust, integrity, and expertise.
- Delivering exceptional customer service, ensuring that our clients receive prompt, courteous, and professional support.
- Staying up-to-date with the latest financial regulations, products, and services, ensuring that our clients receive the best possible advice.
Overview of Financial Advisor Reviews
Excellent Service and Trustworthy Advice
The reviews collectively praise the exceptional service and trustworthy advice provided by Antony Devine, a financial advisor. The reviewers express their satisfaction with the personalized attention and expert guidance received, which has resulted in positive financial outcomes.
Professionalism and Expertise
The reviewers highlight Antony's professionalism, trustworthy nature, and expertise in providing excellent financial advice. They commend his ability to understand their financial challenges, explain complex concepts clearly, and provide tailored solutions.
Personalized Service and Communication
The reviews emphasize the personalized service and prompt communication provided by Antony. He is praised for his responsiveness to emails and phone calls, and for explaining financial concepts in a clear and concise manner, even for clients with language barriers.
Positive Experiences with Investments
The reviewers report positive experiences with their investments, citing consistently good returns and satisfaction with the advice provided.
