Business & Finance

Martin Cawley CEO of Devonshire Wealth Management

The Vintage Magazine is delighted to congratulate Devonshire Wealth Management and their CEO, Martin Cawley, for being placed in the top 13 IFAs in Uk – this is a well deserved recognition of their professional and personal attention to their clients.  Here is the press release by AdvisoryHQ :-

 

Top 13 Best Financial Advisers in the UK 

2017 Ranking 

Top UK IFAs & Independent Investment Firms

 

2017 RANKING & REVIEWS
TOP RANKING UK WEALTH ADVISORS

 

Finding the Top Independent Financial Adviser (IFAs) in London and Select UK Cities

Identifying an independent financial adviser in the UK, someone who will work with you to determine your financial planning and wealth management needs, is the first step to achieving financial peace of mind.

Be that as it may, many Brits are unaware of the difference a UK independent financial adviser (IFA) can have on their financial lives.

Just as a family physician plays a key role in your physical wellbeing, UK IFAs can help Britons maintain their financial health. Since one would take the time and effort to search for a physician of their choice, you should also conduct appropriate diligence when identifying independent financial advisers in London or elsewhere in the UK.

 

AdvisoryHQ award for top 13 IFAs in UK for 2017

 

Answers to Your Important Questions:

Finding the Best UK Financial Advisers

You put a lot of effort into accumulating your savings. As such, you don’t want to be exposed to market volatility that could have been avoided with the right financial advice.

Having a qualified and experienced UK financial adviser on your side can help you preserve what you’ve accumulated and even grow it for the years to come.

That’s why we have put together this list of best UK IFAs and wealth management firms to help you identify the best UK/London financial adviser with the right skills that matches your needs and expectations.

AdvisoryHQ’s List of the Best 13 Financial Advisers in London and Select UK Cities 

 

AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services and products that are ranked on its various top rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top rated credit cards, financial accounts, firms, products, and services.

 

Devonshire Wealth Management Review

Devonshire Wealth Management is a firm of financial advisers in London that has been around since 1983. For over three decades, the Devonshire team has been providing bespoke and transactional financial and wealth management advice and recommendations to clients, using a tried and tested methodology, in areas such as:

  • Investment management
  • Wealth management
  • Equity release
  • Pension advice
  • Mortgage advice
  • Business protection
  • Personal protection

As a financial adviser in the West End of London, the advisory team at Devonshire Wealth Management today has over £100m in client funds under its advisement. This underscores the team’s focus on establishing and maintaining long-standing relationships and the level of confidence that clients place in the team’s ability to meet their individual needs.

Devonshire is a fee-based wealth management firm in the UK.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm

Independent Fund Selection

While acting as a financial adviser to clients in the UK, Devonshire Wealth Management uses an independent fund selection approach to identify and recommend funds for client portfolios. Such advice is based purely on an individual client’s financial priorities and the suitability of the selected funds to meet such priorities.

Bespoke or Transactional Services

Based on an individual client’s needs, the firm offers a mix of bespoke or transactional services. While the former model works for clients that are looking for a comprehensive wealth management and financial planning relationship with London financial advisers, the latter approach is often suited to the needs of clients who need advice on specific aspects of their financial lives.

The fees charged for each of these services vary depending on the type of services provided and the level of effort and expertise required to deliver them.

Values and Technology

While holding true to traditional values, such as integrity, professionalism, and building strong client relationships, the team at Devonshire is also a strong proponent of the use of state-of-the-art technology when serving its clients and delivering on those values.

Tried and Tested Processes

As long-time financial advisers in London, the Devonshire Wealth Management team has perfected its methodology for understanding clients’ financial goals and objectives, building suitable approaches to accomplish those objectives, and then implementing the plans in continuous consultation with clients.

Attention to Legislation

Clients of financial advisers in London expect that all of their investments will comply with current legislation. One of the hallmarks of Devonshire Wealth Management’s practice is the focus on investment decisions in light of an ever-changing legislative environment.

Not only does the advice comply with every aspect of the law, but as seasoned UK financial advisers, the Devonshire team ensures that legislative provisions are used appropriately to the benefit of its clients.

High Client Retention

This UK wealth management firm’s exceptional client retention rate and high client satisfaction are a testament to the fact that Devonshire Wealth Management is seen as a trusted and reliable financial adviser in London by its clients.

Value-Added Partnerships

As UK financial advisers, the Devonshire team provides value-added service to its clients by establishing relationships and working with highly respected solicitors, accountants, and other discretionary partners.

This approach ensures that the firm is able to offer a much broader spectrum of services to meet individual client needs.

 

Conclusion – Top 13 Best Independent Financial Advisers in the UK

Independent financial advisers in London and, in fact, all across the UK, are part of a mosaic that is Britain’s busy financial hub. However, these professionals are unique in the skills that they possess and the services that they offer their clients.

When searching for the right UK IFA to work with you, it is impossible to use a “cookie cutter” approach. Each of the individual advisers listed here bring a certain value proposition to the table.

It is up to you to know what you need, in terms of financial planning or wealth management advice and support, and to then use the resources we’ve provided above to decide which one (or several) of these UK financial advisers is best suited to meet your unique needs.

to contact Devonshire Wealth Management please contact Jackie Cleary – details below:-

 

Jackie Cleary
Company Secretary
Devonshire Wealth Management
76 New Cavendish Street
London
WIG 9TB
Tel: 020 7637 066
6
Fax: 020 7255 1744
Email: jackie@devonshirewm.com
Web: www.devonshirewm.com

Devonshire Wealth Management Brass Plate

 

 

 

 
Tuesday, April 4th, 2017