Meet Deven Yagnic – Your Trusted Independent Financial Advisor
With wealth comes the necessity for strategic management and careful planning. Deven Yagnic Wealth Management ensures that your assets are not only protected but also positioned for growth. Here’s why expert guidance is indispensable:
Experience Personalised Financial Guidance from a Certified Expert
Welcome to the professional page of Deven Yagnic, a dedicated Independent Financial Advisor (IFA) certified by ACMA and APFS, serving the West Midlands area. With a robust track record in delivering expert financial planning and wealth management advice, Deven is committed to helping you achieve your financial goals through personalised and strategic financial solutions.
What Our Clients Say
“I am a chartered accountant and run my own consultancy firm and have known Deven for over two decades. Deven and his team provide a very thorough and professional service.” – L Coleyshaw
“Deven has advised my company on pensions for many years and now I have no concerns about also using his expertise on a personal basis.” – C Howells
Risk Statements – Please Read
Pensions : A pension is a long-term investment. The fund value may fluctuate and can go down in value. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Investments: The value of investments and income from them may go down. You may not get back the original amount invested. Past performance is not a reliable indicator of future performance.
Inheritance Tax and Trust Planning: The Financial Conduct Authority does not regulate inheritance tax and trust planning, and certain types of employee benefits.
Tax Planning: Tax treatment is based on individual circumstances and may be subject to change in the future.
Term Assurance: These plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse
Income Protection: Income protection (with no investment link) has no cash in value at any time and will cease at the end of the term. If you stop paying premiums, your cover may end.
Critical illness: These plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse. Plans may not cover all the definitions of a critical illness. The definitions vary between product providers and will be described in the key features and policy document if you go ahead with a plan.
About Deven Yagnic
About Deven Yagnic
Deven Yagnic brings over two decades of experience in financial advisory services. He holds advanced certifications from ACMA and APFS, and he deeply understands the financial industry’s complexities. Deven’s client-centred approach focuses on understanding unique financial situations and crafting custom strategies that align with long-term objectives.
Get in touch
Get in touch!
Risk Statements – Please Read
Pensions : A pension is a long-term investment. The fund value may fluctuate and can go down in value. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Investments: The value of investments and income from them may go down. You may not get back the original amount invested. Past performance is not a reliable indicator of future performance.
Inheritance Tax and Trust Planning: The Financial Conduct Authority does not regulate inheritance tax and trust planning, and certain types of employee benefits.
Tax Planning: Tax treatment is based on individual circumstances and may be subject to change in the future.
Term Assurance: These plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse
Income Protection: Income protection (with no investment link) has no cash in value at any time and will cease at the end of the term. If you stop paying premiums, your cover may end.
Critical illness: These plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse. Plans may not cover all the definitions of a critical illness. The definitions vary between product providers and will be described in the key features and policy document if you go ahead with a plan.
