Devine Financial Management Ltd

IFAs in Central London (Monument) & Southend-on-Sea specialising in Investments, Retirement Options and related Tax advice

Telephone 0345 013 6525 or email

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:

Devine FM 20 St Dunstan's Hi
20 St. Dunstan’s Hill, London EC3R 8HL (a short walk from Monument and Tower Hill tube stations). Tel. 0345 013 6525 .
Devine FM in Southend
The Gateway Building, 10 Elmer Approach, Southend-on-Sea SS1 1LW, just by the High Street and Southend Central rail station. Tel. 01702 328430.