Devine Financial Management Ltd in London
Devine Financial Management Ltd
Antony Devine
2010
8135219
LTD
2
Description:
Devine Financial Management Ltd specialise in retirement planning, investments and joined-up estate planning. You'll receive the best advice on organising your finances with optimum tax efficiency, with on-going advice to help you attain your long-term financial goals. Devine Financial Management are based in London.
Products & Services:
Devine Financial Management Ltd specialise in retirement planning, investments and joined-up estate planning. You'll receive the best advice on organising your finances with optimum tax efficiency, with on-going advice to help you attain your long-term financial goals. Devine Financial Management are based in London.
Products & Services:
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
Investments – full advice services for cautious through to adventurous investors:
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)
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 planning
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
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