Devine Financial Management are Essex and London IFAs specialising in Investments, Retirement Options and related Tax advice. Devine Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA reference number 586130. Registered in England and Wales as a Limited Company No. 8135219.
About Tony Devine I have dual qualifications: IFA (Diploma – Personal Finance Society) and Chartered Accountant – England & Wales. My career began as a trainee with Touche Ross, Liverpool /Manchester and after qualification moved to KPMG Peat Marwick in the Cayman Islands. Later I moved into offshore corporate services whilst in the Cayman Islands with what is now Appleby attorneys at law, managing their in-house corporate services company, and after returning to the UK became regulated as an IFA (Independent Financial Adviser). My client base comprises private clients, small and medium enterprises and their principals and trustees.
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.