Financial Planning

At Deven Yagnic Wealth Management, we understand that effective financial planning is the cornerstone of achieving your personal and financial ambitions. Our approach is designed to help you realise your dreams, whether they involve buying a home, preparing for retirement, living abroad, or helping towards your financial security for your family. Here’s why choosing expert financial planning is critical

At Deven Yagnic Wealth Management, we understand that effective financial planning is the cornerstone of achieving your personal and financial ambitions. Our approach is designed to help you realise your dreams, whether they involve buying a home, preparing for retirement, living abroad, or ensuring financial security for your family. Here’s why choosing expert financial planning is critical

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Compelling Reason:

Financial planning is about more than just managing money. It involves crafting a strategic vision for your future, considering all aspects of your financial life to aim for harmony between your short-term needs and long-term goals.

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DY Wealth Management

Areas of excellence

Areas of excellence

DY Wealth Management - 25.04.2025-49

  • Comprehensive Risk Management: Help protect against uncertainties with our thorough risk assessment and management strategies

  • Goal-Oriented Strategies: We tailor financial plans to match your specific life goals, ensuring that every financial decision moves you closer to your aspirations.

  • Investment Optimisation: Maximise potential returns through carefully selected investments that align with your risk tolerance and financial timeline.

  • Estate Planning: Ensure your legacy is protected and passed on as you intend with our expert estate planning services.

  • Tax Efficiency: Reduce tax liabilities through proactive tax planning that takes advantage of all available tax-saving opportunities.

  • Retirement Planning: Secure your future with robust retirement planning that ensures you can live comfortably in your later years.

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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.