Devine Financial Management Ltd Southend on Sea

It doesn’t have to be complicated! If one thing sets us apart. it is our ability to explain relatively complex financial matters in a way that clients can readily understand We advise individuals (private clients), trustees and small and medium sized businesses and their owners. We can offer unbiased advice on all areas of pensions and retirement planning, investments, insurances, IHT planning and corporate pensions and other benefits.
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Verified Listing, updated on 17 August 2019

Opening Times

SaturdaySaClosed
SundaySuClosed
MondayMo
09:00 – 18:00
TuesdayTu
09:00 – 18:00
WednesdayWe
09:00 – 18:00
ThursdayTh
09:00 – 18:00
FridayFr
09:00 – 18:00
Closed.
Opens in  2 days 7 h 44 min.
2 days 7 h 44 min

Description

At Devine Financial Management Ltd. ("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. We are whole-of market advisers.

We advise individuals (private clients), trustees and small and medium sized businesses. We can offer unbiased advice on all areas of pensions and retirement planning, investments, insurances, IHT planning and corporate pensions and other benefits. Devine Financial - Independent financial advisors in London SW1 & Essex give advice on pensions, investments, auto-enrolment, employee group schemes & insurance.


Company description
Advising on and arranging the installation and administration of group pensions and other corporate benefits for small to medium sized companies.

Advising company owners, key employees and private individuals on investments and pensions, including trusts and IHT planning.

Devine Financial Management Ltd. ("DFM") is directly authorised and regulated by the Financial Conduct Authority. At Devine Financial Management Ltd. ("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. We are whole-of market advisers. We advise individuals (private clients), trustees and small and medium sized businesses. We can offer unbiased advice on all areas of pensions and retirement planning, investments, insurances, IHT planning and corporate pensions and other benefits.
Keywords:
Financial Advice, Investment Trust, Pension Advice, SIPP, Retirement Advice, Group Income Protection, Oeic, Mortgages, Inheritance Tax, Business Insurance, Income Protection, Isa, Critical Illness, Iht, Keyman, Structured Products, Inheritance Tax Mitigation, Auto-Enrolment Services, Exchange Traded Funds Etfs, Group Life Death in Service, Group Private Medical, Increasing and Decreasing Terms, Tax and Cash Flow Planning, Unit Trust Investments, Company Benefits of Small Medium Enterprise Services, Essex Financial Advice, Financial Advice Southend, Financial Advice Sw1w0eb, Financial Adviser in Victoria, Financial Advisor in Sw1 W0eb, Financial Services in Sw1w 0eb, Ifa in Essex Investment Advice, Ifa in Southend, Independent Financial Adviser in Belgravia, Independent Financial Advisor in Ss1 1je, Inheritance Tax Mitigation Planning, Life and Health Insurances, Nisas, Pension Advice in Sw1w0eb, Pensions and Retirement, Southend Pension Adviser
Service Areas
London, London Victoria, London Belgravia, Sw1W0Eb, Southend, Ss1 1Je, Essex,
Available payment methods
  • Bank transfer
    Bank transfer
  • Cash
    Cash
  • Cheque
    Cheque
Devine Financial Management Ltd Southend on Sea is listed in the following categories:

Reviews

, more than 2 years ago

“Tony has been looking after my investments and advising me on my various company pensions since early 2007. He is an excellent investment adviser and I have made consistently good returns through his advice. He responds promptly to my emails and phone calls, explains things very clearly (my first language is not English) and all in all I am very satisfied. His German isn’t very good but he only tries that out for fun!”

Yably

Devine Financial Management Ltd Southend on Sea

Excellent

3 Reviews

Yably

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Contact Persons

Joanne Solomon
MANAGEMENT

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0345 013 6525

0844 579 0312

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Products & Services

Company Benefits and related services for owners of Small Medium Enterprise Services Auto-enrolment services Group Life (Death in Service), Group Income Protection, Group Private Medical, Key Man

Life Insurance and Health Insurance Advice on the appropriate levels and type of cover to take out Life and life / critical illness cover on level, increasing and decreasing terms Income Protection

Inheritance Tax planning and mitigation Advice on Gifting, family trusts, use of investment bonds, niche products, underlying investments Appropriate use of Trusts: Discounted Gift Trust, Gift, Loan Trust, Discretionary and Absolute Advice on maintaining access to capital at specified intervals (niche products) Tax and cash flow

Investments NISAs / ISAs and other Collective Investments: OEICs and Unit Trusts Risk-rated, multi-asset, multi-manager Onshore and offshore investment bonds Investment Trusts and Exchange Traded Funds (ETFs) Structured Products Venture Capital Trusts (VCTs)

Pensions and Retirement Retirement planning: Advice on accumulation of funds / appropriate types of pension contracts Pension investment - ongoing advice Close to /at Retirement - advice on retirement choices: Tax planning, income drawdown, annuity

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