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Financial Planners

Devonshire Wealth Management

Devonshire Wealth Management is a leading financial services company based in London, England. They specialize in providing expert financial planning services to clients, helping them to achieve their financial goals and secure their financial future. With a team of experienced financial planners, Devonshire Wealth Management is committed to providing personalized and tailored financial solutions to meet the unique needs of each client. Their services include investment management, retirement planning, estate planning, and more. As a trusted and reliable financial services provider, Devonshire Wealth Management is dedicated to helping clients achieve financial success.

Introduction to Devonshire Wealth Management

Devonshire Wealth Management is a financial services company located in London, England. The company was founded with the goal of providing clients with comprehensive and personalized financial planning services. What sets Devonshire Wealth Management apart from other companies in the industry is its team of experienced financial planners who work closely with clients to develop customized financial plans.

Services & products

Devonshire Wealth Management offers a range of financial planning services, including investment management, retirement planning, estate planning, and tax planning. The company's financial planners work closely with clients to develop customized financial plans that meet their unique needs and goals.

Location

Devonshire Wealth Management is located in the heart of London's Mayfair neighborhood, at 12 Hay Hill. The area is known for its luxury shops, restaurants, and hotels, and is home to many businesses in the finance and investment industries. The closest public transportation options are the Green Park tube station (0.2 miles away), the Bond Street tube station (0.4 miles away), and the Oxford Circus tube station (0.5 miles away).

Benefits

Customers should choose Devonshire Wealth Management because of the company's commitment to providing personalized and comprehensive financial planning services. The company's team of experienced financial planners work closely with clients to develop customized financial plans that meet their unique needs and goals. Additionally, Devonshire Wealth Management is dedicated to providing exceptional customer service and building long-term relationships with its clients.

Good to know

Customers should be aware that Devonshire Wealth Management is a fee-only financial planning firm, which means that the company does not receive commissions or other incentives for recommending specific products or services.

Reviews

Customers have praised Devonshire Wealth Management for its personalized approach to financial planning and its team of experienced financial planners. Many clients have noted that the company's financial planners are knowledgeable and easy to work with, and that they have helped them achieve their financial goals.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    free consultation
  • amenity
    online account access

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services, including retirement planning, investment management, estate planning, tax planning, and risk management. We work closely with our clients to understand their financial goals and create personalized plans to help them achieve those goals.

How do you customize financial plans to fit individual clients?

We believe that each client is unique, and we take the time to understand their specific needs, goals, and risk tolerance. We work closely with our clients to develop a comprehensive financial plan that is tailored to their individual circumstances.

What are your fees and how are they structured?

Our fees are based on a percentage of the assets we manage for our clients. The exact percentage varies depending on the size of the portfolio and the complexity of the financial plan. We are transparent about our fees and provide a detailed breakdown to our clients.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified and hold recognized certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They also have years of experience in the financial services industry, and are committed to continuing education and professional development.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from our satisfied clients. We take great pride in the relationships we have built with our clients, and are committed to providing exceptional service and support.

Reviews

  • Warren Howlett

    Martin, Nick, and the team have done a terrific job looking after the finances of my family. They are talented, attentive, open, and great at explaining financial products in simple terms.

    26-05-2019

  • Peter Gibson

    26-05-2017