42 Grosvenor Gardens, Victoria, Belgravia, London, London, SW1W 0EBMake an enquiry
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.
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.
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