Devine Financial Management Ltd

Independent Financial Adviser 42 Grosvenor Gardens, Victoria, Belgravia, London, London, SW1W 0EB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Chartered Accountant & Chartered Financial Planner IFA: investments and pensions specialists including income drawdown, SIPPs, tax advice, IHT mitigation.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Antony Devine BA ACA AdvDip PFS
Director
Accreditations
Chartered Financial Planner
Andrew Nicolson
IFA
What our clients say
Tony and I met through a strong recommendation from a much-trusted friend of many years whose opinion I value; her advice was sound. Over some 12 or 13 years, I have also come to trust Tony’s financial advice implicitly. He has guided us skilfully through different economic shifts, protecting our pension and investment portfolio and we continue to value his advice. In my turn, I recommend Tony strongly.
Mike H., Banbury
I would like to express my high regard for the service and support that Tony Devine has provided to us over the past few years. Tony has always taken the greatest care to understand any financial challenges we have faced, before carefully considering and explaining the options available to us and then advising us which solution is best for us and why. I have no hesitation in recommending Tony to anyone who needs financial advice services - you will certainly be in safe hands.
Anthony L., Hampton
Tony has been looking after my investments and advising me on my various company pensions since early 2007. He is an excellent investment adviser and I have made consistently good returns through his advice. He responds promptly to my emails and phone calls, explains things very clearly (my first language is not English) and all in all I am very satisfied. His German isn’t very good but he only tries that out for fun!”
Dr Waltraud S., Pimlico
Just few words to express my gratitude for your friendly, professional and focused on my best interest analysis on planning my retirement. I very much appreciated your frank approach in pointing out how to reach my goals. To be honest, I used to be a bit sceptical with financial advisors (due to previous bad experiences) but your crystal clear arguments helped me to review my hesitations. I have not any objection to recommend you to all my friends who may want an impartial financial advice.
Gerry G., London
Tony Devine has been managing my personal finances now for around 10 years. He is extremely professional, courteous, knowledgeable, and always takes the time to properly understand my needs and goals. He has completely turned around my investments – from lack-lustre or failing funds – to investments which are outperforming the market. He is very approachable and easy to work with, and extremely responsive, often proactively suggesting changes of funds which he thinks would be beneficial. I can’t recommend him highly enough, and feel very fortunate to have ‘found’ him to manage my portfolio.
Catherine L., Chiswick
Very happy with Tony’s handling of setting up my financial package including the merging of other existing investments. Thereafter very happy with the % returns Tony has achieved on my investments.
Mike S., Hornchurch
I thoroughly recommend Antony Devine. I have known Tony for a number of years as an IFA! but it is only for the last few years that I have used his services for my personal financial affairs. I value his advice and guidance with my portfolio and he is very approachable.
Pam B., Goring-by-Sea
From our first meeting I felt like I was being looked after by a professional. Tony has been business-like and straightforward throughout. He covered all aspects and eventualities and went to great pains to ensure we fully understood everything.
Lt. Col. Mick H., Windsor
An extremely professional and well informed advisor.
Frances N., Belgravia
Tony helped me by consolidating my pensions and transforming their performance, despite the financial meltdown in 2008. He is by far the most professional and fastidious IFA I have worked with over the past 25 years.
Philip B., Merton
Where to find us

42 Grosvenor Gardens, Victoria, Belgravia, London, London, SW1W 0EB

Make an enquiry
About us

We are whole-of market (i.e. fully independent) Financial Advisers based in London SW1W 0EB.

Our lead adviser Tony Devine is also a Chartered Accountant, Chartered Financial Planner, and a STEP affiliate member (Society of Trust and Estate Practitioners).

We are ideally placed for Pimlico, Kensington, Belgravia, Victoria, London W1 and London W2 as well as London SW1 and SW3 and SW8. Visit us at 42 Grosvenor Gardens, Victoria, London SW1W 0EB.

We advise on all areas of retirement planning, incorporating tax savings advice wherever possible. This includes pensions transfers, drawdown, SIPPs and annuities.

We also specialise in investments, portfolio design and maintenance, incorporating ISA, unit trust / OEIC (open ended investment companies), Exchange Traded Funds (ETF), VCT (Venture Capital Trust), and EIS. Your tax position is important and we take care to maximise efficiencies.

We also advise on Estate Planning and IHT mitigation.

We also advise on traditional areas such as life insurance, critical illness and other protection products, in particular for contractors and small business owners where again, tax advantages can be found.

Finally we advise SMEs on group schemes including group pensions, private medical (PMI), group life and so on.

Our services

Both Tony Devine and Andrew Nicolson are particularly good at identifying the client's needs and clarifying their objectives. They both enjoy investment work (including pensions and SIPPs ) and spend much of their time managing their clients' money. We have good tax knowledge which aids sensible tax planning, obtaining even better results.

DFM offers a defined benefit pension transfer service.

With corporate clients we can distinguish the opportunities for owners and their planning needs through the company or as individuals.

Please see our testimonials page on the website.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000