Welcome to Devine Financial Management Ltd., Financial Advisers London and Southend-on-Sea

London SW1 & Southend-on-Sea IFAs specialising in Investments, Retirement Options and related Tax advice

London IFAs

We are a small firm of London IFAs, independent financial advisers London, in SW1W 0EB close to Victoria Station.  We are also at Southend-on-Sea just off the center of the High Street and next to Southend Central Station. We work mostly in the retirement & pensions and investments arena, especially in pension income drawdown, relevant taxation advice and managing client funds within pension, ISA and general investment portfolios. Our lead adviser Tony Devine is a Chartered Financial Planner and also a qualified Chartered Accountant.

Devine Financial Management Financlal Advisers in London SW1W 0EB

Not just your average Financial Advisers 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.

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.

Concerned about paying Inheritance Tax? Then call us for a review and IHT mitigation report, offering estate planning solutions.

London IFAs As London Independent Financial Advisers our clients include private individuals, SME owners and employees, trustees of trust funds and executors and beneficiaries of estates. Many clients have been with us for a decade or more – check out our reviews and testimonials page.

Call us for a free, no obligation consultation on 0345 013 6525. Financial Advisers London

We are ideally placed as financial advisers London SW1, Kensington and Belgravia, Victoria, Knightsbridge and Pimlico. We are also well positioned for people seeking financial advisors in London W1, London W2 London SW3 and London SW8. We are at 42 – 44 Grosvenor Gardens, Victoria, London SW1W 0EB, (being the offices of True Potential LLP, which they kindly allow us to use). We also have an office in Southend-on-Sea near the middle of the High Street at the Gateway Building, 10 Elmer Approach, SS1 1LW.

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Our Location:

Victoria SW1 IFA Devine Financial

We’re at 42-44 Grosvenor Gardens, Victoria, London SW1W 0EB, just by Victoria station. We can meet you at lunchtime or after work if you prefer.

Call us now for an informal chat on 0345 013 6525. There is no obligation. We’re happy to help!

Alternatively we can call you back at a convenient time- just use the form below:

Pension Monster! – A calculator tool that is free to use and non-invasive. Get an idea where you are headed with your retirement planning by following the monster and trying it out! Follow this link to view a short video of how it works.

Pensions and Retirement Advice
Many of our clients require advice and assistance in planning their retirement, and setting up plans. We look at income needs, and advise on  annuities, existing DB (final salary schemes), state pensions,  SIPP / drawdown arrangements and other investments in meeting those needs. Most drawdown arrangements are set up at or near retirement, funded by consolidating money purchase pensions.

Pensions and Retirement Advice
Many of our clients require advice and assistance in planning their retirement, and setting up plans. We look at income needs, and advise on  annuities, existing DB (final salary schemes), state pensions,  SIPP / drawdown arrangements and other investments in meeting those needs. Most drawdown arrangements are set up at or near retirement, funded by consolidating money purchase pensions.

Investments
We are expecting more troubled markets in 2019. If you are investing with specific goals in mind, or simply want to grow an existing investment portfolio, then you may need expert professional help from us – your local independent financial adviser for London and Essex.