Devonshire Wealth Management is a boutique London-based wealth and asset management firm. We offer bespoke advice to clients with whom we nurture and value long-standing relationships. Central to Devonshire Wealth Management’s approach is taking time to understand what clients want out of life and how to meet their desired financial goals. We use state of the art technology to help guide people through their financial journey.
What we do
We believe that regular appraisal of investment decisions in line with changing legislation is essential. We work with clients to advise them on a range of financial requirements, allowing them to plan for life’s milestones.
After graduating with a BA in Business Studies in 1992, Martin joined the Financial Services industry working in the Wealth Management Division of a major bank. Wishing to better meet the individual needs of clients, he joined a traditional Financial Services business, Devonshire Financial Services, in 2001. Martin later became a shareholder in 2006 and was subsequently appointed to the role of Managing Director. Since then, Martin has transformed the business into a modern boutique Wealth Management firm offering bespoke solutions to clients. Martin is married and has two young children. He passionately believes that developing long-term, trusted relationships with clients is key to business success.
Jackie joined the firm in 2000 and works across Devonshire’s established portfolio as Company Secretary. She takes time to develop a thorough understanding of clients’ personal circumstances and needs. Jackie is responsible for day-to-day administration of clients’ accounts and is a regular point of contact wherever needed. Jackie lives in West Hamstead with her daughter.
Jeremy joined Devonshire Wealth Management in July 2012 having previously worked for Alexander Forbes, Barclays Private Bank and Sedgwick Noble Lowndes. Jeremy has worked in the financial services industry since 1987 and has a Diploma in Financial Planning (Dip PFS). Jeremy advises Devonshire Wealth Management’s clients on suitable pre and post retirement strategies and employee benefits propositions. As a member of the Wine and Spirits Institute, Jeremy has a keen appreciation of wine. He is also a runner and sports enthusiast.
Claudia joined Devonshire Wealth Management in June 2010. Claudia has over 12 years’ experience of the financial services industry, having previously worked at The Mortgage Shop, Bluebell Mortgage Packaging and Savills. She brings a wealth of mortgage expertise to Devonshire Wealth Management working closely with Nicholas. Claudia currently holds Level One AAT in Accountancy and the certificate in mortgage advice. Claudia lives in Woodfod Green with her husband and daughter.
Nicholas began his career at a major UK Insurer in 2000, gaining an in-depth knowledge of the world of financial services. In 2008, Martin invited him to join the team at Devonshire Wealth Management to oversee the firm’s mortgage portfolio. He also advises clients on broader investments. Nicholas has been responsible for modernising Devonshire’s business through the integration of the latest financial planning systems and technology. Nicholas lives in Surrey with his wife and two children.
“We plan with our clients to realise their hopes and aspirations through intelligent management of their personal wealth.”
Martin Cawley, CEO
Please get in touch to arrange an introductory consultation. We look forward to hearing from you.