Investments

By: Devine Financial Management Ltd  12/01/2016
Keywords: wealth management, Life Insurance, health insurance

Whether you are investing with specific goals in mind, or want to grow an existing investment portfolio, we can offer expert professional help with an investment adviser. We recommend from the whole of the market. There is an extensive range of products available in the UK as well as offshore (where appropriate). When it comes to advising on investments, our clients needs and objectives can vary quite widely. However, our investment advisor has a framework for advice and will always follow these steps to ensure that our recommendations are appropriate to the client’s needs and the client receives best advice:

Keywords: Asset Allocation, Guaranteed Funds, health insurance, investment advice, investment bonds, investment management, Investment Trusts and Exchange Traded Funds, Life Insurance, Maximum Investment Plans, retirement planning, Structured products, Unit Trusts and OEICs, Venture Capital Trusts (VCTs), wealth management,

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Other products and services from Devine Financial Management Ltd

12/01/2016

Life and Health Insurance (“Protection”)

We will happily meet you and discuss life and health insurances with you. We will go through your needs and make sensible recommendations based on the sums you require for life and / or health cover, and your budget. If you wish, you can telephone us for an initial chat about your needs and some quotes. Please call 0345 013 6525.


12/01/2016

Pensions and Retirement

Taking the right type of advice can make a huge difference. Your adviser will ensure you receive expert, impartial guidance in this complex area to help you make the most of your retirement. Just pick up the phone to discuss – 0345 013 6525