Verified recordFinancial Services

Antony Devine

Ifa (Independent Financial Adviser) Wealth Manager Owner Director at Devine Financial Management Ltd

Based in London, United Kingdom

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Seniority

Director

Department

Finance & Accounting

Location

London

Industry

Financial Services

Company size

3

Contact information

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Email

1 credit

a•••••••@dfmadvice.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Antony Devine

Chartered Financial Planner / Independent Financial Adviser (IFA). Former Chartered Accountant. Based in SW1W 0EB - Belgravia, near Victoria Station, covering central and west end of London. Also at Southend-on Sea (Gateway Building 10 Elmer Approach, Southend-on-Sea SS1 1LW). At Devine Financial Management Ltd. Independent Financial Advisors ("DFM") we act as your financial guide to help you navigate through all the complicated information, media, jargon, legal rules, cash flow, and policy small-print so that you can make informed plans and decisions on your financial well-being. Our message is "it doesn't have to be complicated". We are whole of market advisers.We advise private individuals, trustees and small and medium sized businesses (SMEs). We can offer unbiased advice on all areas of pensions and retirement planning, investments, insurances, IHT planning and corporate pensions and other benefits. In particular we advise on, set up and maintain investment & pension portfolios of varying sizes and complexities, depending upon the client's needs, objectives and size of investment(s). In doing so we build-in tax mitigation for IT, CGT and IHT. For further detail please call us or see the website.Specialties: • Tax efficient planning for individuals, sole traders, contractors, small & medium companies• Asset Allocation• Portfolio Design, Construction & Monitoring • Switch Recommendations / Rebalancing• Pensions Review, Advice and consolidation• Income Retirement Strategies utilising Annuity, Income Drawdown and Non Pension Investments• Identification and Mitigation of IHT Liabilities• Income Protection, Life, Health & Critical Illness

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