Areas of advice:
- private individuals – investments, pensions and retirement planning. Personal insurances (incl associated trusts). Estate planning (IHT mitigation). The latter may be done in liaison with your solicitor, accountant, or other adviser.
- company owners and key employees – pensions, investments and business protection incl. key man, shareholder protection, loan protection and associated business trusts.
- advising on and arranging the installation and administration of group pensions and other corporate benefits for small to medium sized companies.
- trustees – trust investments, and their duties thereon.
Devine Financial Management Ltd. (“DFM”) is incorporated in England and Wales (no. 8135219) and directly authorised and regulated by the Financial Conduct Authority (ref. 586130)
In addition to our offices at 42-44 Grosvenor Gardens SW1W 0EB. we have our Essex office at Southend-on-Sea, 1 High Street, SS1 1JE which is now the main administrative base.
There is a wealth of information available on our blog.