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
10/10
FCA verified
15th October 2018
Chartered Accountant & Chartered Financial Planner IFA: investments and pensions specialists including final salary transfers, SIPPs, tax advice, IHT mitigation.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
Meet our advisers
Antony Devine BA ACA AdvDip PFS
Director
Accreditations
Chartered Financial Planner
Andrew Nicolson
IFA
What our clients say
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
An extremely professional and well informed advisor.
Frances N., Belgravia
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
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
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
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
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 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
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 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
Where to find us

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

Contact us
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 Final Salary (defined benefit - DB) and other pensions and transfers, 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
Compliance

Devine Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA reference number 586130. Registered in England and Wales company no. 8135219.

Privacy Statement:
By providing us with any personal data, you agree that we may hold that information on computer and/or paper files. This information will be held in confidence by Devine Financial Management Ltd. and may be used to advise you about financial products or services that may be of interest. If you prefer not to receive such information please advise us. The use of your personal information is covered by the registrations of both Devine Financial Management Ltd. under the Data Protection Act 1998. Under the act, you have the right to obtain a copy of the information held about you, for which you may be charged a fee.

Ombudsman:
Should you ever need to register a complaint, please write to us or telephone. If you cannot settle your complaint with us to your satisfaction, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on .

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