• Deven Yagnic Wealth Management

Welcome to Deven Yagnic Wealth Management

Chartered Financial Planner offering independent financial advice

 

Deven Yagnic B.Com(Hons), ACMA, APFS

Deven Yagnic is:
A Chartered Financial Planner, APFS qualified
A Qualified Chartered Management Accountant

[email protected]

 

Core areas of expertise are:

 

Pre and post retirement planning, including personal and corporate schemes

Holistic Wealth Management, how best to use the assets you have to make you financially independent

Tax Mitigation, Income, Capital Gains and Inheritance tax

 

Company address: Deven Yagnic Limited, Ryknild House, Burnett Road, Streetly, West Midlands, B74 3EL

T: 0121 580 8468 E: [email protected]

Deven Yagnic Wealth Management is a trading name of Deven Yagnic Limited, which is authorised and regulated by the Financial Conduct Authority and  is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 954615.

Deven Yagnic Limited is a company registered in England and Wales under reference 08248482   -   Registered and trading office address: Ryknild House, Burnett Road, Streetly, West Midlands, B74 3EL.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Our written complaints procedure is available upon request. If we cannot settle your complaint, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Further information about the FOS is available from their website www.financial-ombudsman.org.uk. If we cannot meet our obligations, you may be entitled to compensation from the Financial Services Compensation Scheme. This depends on the type of business and the circumstances of the claim.