After careful consideration and diligence, Tony has decided to embark on the journey of retirement and we at Devine Financial Management have decided to merge with the larger Hoxton Group. The Hoxton Group are committed to uphold the same level of professionalism, integrity, and personalised care that you have come to expect from Tony and the team at Devine Financial Management.
Find out more about the Hoxton Group at https://www.hoxtonwealth.co.uk.
From 22/5/24, The Hoxton Group officially purchased and now own Devine Financial Management. All clients will continue to be serviced through Devine Financial Management Ltd, and following a transitional period the company will be rebranded to align with the Hoxton Group.
During the transitional period, Hoxton will maintain your current charging and service propositions under your existing agreements. Tony will contact you to arrange an initial meeting with your new adviser, where he can make the introductions, help you get acquainted with your new adviser, and discuss how Hoxton provide independent, holistic financial planning.
If you need any further advice or have additional queries, please contact Hoxton via our website at https://www.hoxtonwealth.co.uk.
Devine Financial Management Ltd
IFAs in Central London (Monument) & Southend-on-Sea specialising in Investments, Retirement Options and related Tax advice
Email info@dfmadvice.co.uk
IFAs in London and Essex
We are a small firm of IFAs, independent financial advisers, based in London (City, EC3) and also at Southend-on-Sea just off 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 director Tony Devine is a Chartered Financial Planner and also a qualified Chartered Accountant. Both Tony and Andrew Nicolson have been advising clients in financial planning for over 20 years.
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? We’ll produce a detailed report on expected income in retirement based on your pensions and investments, and advise on what retirement options might be best for you.
We offer low-cost solutions for pensions and investments, and also offer tax advice on income tax, capital gains tax (CGT) and inheritance tax (IHT) within the context of your financial situation and objectives.
Our ongoing portfolio management offers full servicing with regular reviews and consultation with you. Our charge for this is 0.5% p.a. on funds under advice.
As Independent Financial Advisers our clients include mostly private individuals, but also SME owners and directors, trustees of trust funds and executors and beneficiaries of estates. Many clients have been with us for 20+ years – check out our reviews and testimonials page.
Call us for a free, no obligation consultation on 0345 013 6525. Financial Advisers London and Southend, Essex.
Our Locations:
20 St. Dunstan’s Hill, London EC3R 8HL (a short walk from Monument and Tower Hill tube stations). Tel. 0345 013 6525 .
