We are a small firm of London IFAs, independent financial advisers London, in SW1W 0EB close to Victoria Station. We work mostly in the retirement & pensions and investments arena, especially in pension income drawdown, relevant taxation advice and managing client funds.
Tony Devine who is the director is also an adviser and a qualified Chartered Accountant. The other lead adviser Andrew Nicolson specialises in advising business owners and entrepreneurs. As well as advising in more specialist areas DFM are also able to provide holistic advice for individuals with less complicated financial affairs.
Concerned about paying Inheritance Tax?
Then call us for a review and IHT mitigation report, offering estate planning solutions.
Approaching retirement and thinking about getting some advice at long last?
We’ll produce a detailed report on what to expect and what retirement options might be best for you.
Tired of trying to value your various investments and pension plans?
Then give us a call, with our system we could organise them all onto a single password protected webpage, automatically revaluing every day – even without making any changes to them. Better still, we can sort them out into a more streamlined, lower charged portfolio, with or without ongoing investment advice.
We concentrate on wealth preservation and capital growth, whilst keeping your tax position in mind and reducing your tax bills wherever possible. We find that after an initial phone call, people realise we know what we are talking about and that we can help them.
For Business owners
DFM also specialise in advising business owners and entrepreneurs on how to manage their financial affairs. In many cases business owners own personal finances are integrally linked to their business. Therefore it is important to consider financial planning both on a personal level as well as through the business.
As financial advice can cover a broad spectrum, over time, DFM has developed a wealth of professional connections including chartered tax advisers and legal professionals who they often work in tandem with.
0345 013 6525
42-44 Grosvenor Gardens,
Devine Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA reference number 586130. Registered in England and Wales as a Limited Company No. 8135219. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FCA do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.
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Financial Adviser (IFA) in London; Barking and Dagenham, Barnet, Bexley, Brent, Bromley, Camden, Westminster, City of London, Croydon, Dartford, Ealing, Enfield, Greenwich, Hackney, Hammersmith and Fulham, Haringey, Harrow, Havering, Hillingdon, Hounslow, Islington, Kensington and Chelsea, Kingston upon Thames, Lambeth, Merton, Newham, Redbridge, Richmond upon Thames, Southwark, Sutton, Tower Hamlets, Waltham Forest, Wandsworth, Westminster