Testimonials

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:

 

Real Stories, Real Success: Discover How Our Services Have Transformed Lives Through the Voices of Our Satisfied Clients

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L Coleyshaw

Chartered accountant

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.  Options are clearly presented and explained and any questions answered promptly and effectively.  Their knowledge and expertise gives me great confidence that my pension investment is in very good hands

Mrs D

Employee at BT

I am really happy with the service and recommendations made to help me better understand my financial circumstances and plans for retirement.

Mr & Mrs R

Ex Sales Director of Large Multinational Company

Deven has provided an excellent service for us over the years – he is always friendly, very professional, consistent, and compliant. Whilst I was working Deven provided particularly beneficial advice around my pension …. lifetime allowances, government contributions and timings around taking the lump sum from my employee scheme. Effectively his advice allowed me to retire at an early age with a healthy retirement pot. He has also pointed us in the right direction in areas outside of his expertise specifically – trusts / property matters. The experts he recommended have, in turn, been professional and provided an excellent service. Deven has effectively provided a ‘one stop shop’ for all our financial needs over the period that he has been advising my wife and I.

M Hoogeboom

Director

Deven has provided me with great peace of mind to get all my pensions consolidated so to optimise the output. He has really helped to get this in the right place in terms of retirement planning and investments for the future and I am clear on what I need to do. He advocates and informs very well, and his approach is very personal showing strong knowledge and capability in the financial industry. I am very confident now that Deven is managing my pensions and investments that it will be in safe hands and optimised as much as possible. Deven is very easy to connect with and always available, really pleased with engagement and look forward to continue our working relationship.

Mr and Mrs Sharpe

Retired

Very happy with invaluable with advice and service. A very friendly, cheerful and passionate team and would thoroughly recommend. We have relied on their advice since we sold our business in 2017 and they have continued to advise us through our retirement.

G Lenden

Director Multinational Engineering Organisation

I trust Deven’s advice on my financial affairs completely and have recommended him to several of my peers. Deven has a rare capability of making complex issues simple enough for non-financial experts such as me to grasp quickly which has certainly helped me make more informed decisions.

I’m more than happy to be contacted for further comment if required either by email

C Howells

HR Director Multinational (March 2024)

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.

MRS N VEDD

Entrepreneur (APRIL 2024)

I am an entrepreneur and have just sold my care homes business and Deven has looked after my pension since 2018. I find him to be most diligent and conscientious. Today, I am able to retire comfortably, at 58, due to his good advice, guidance and support with effective financial and pension planning. I find Deven to have compassion, integrity, high values and principals in achieving best outcomes for his clients. Furthermore, from recent dealing’s with his colleagues I am delighted to see that they too hold similar values and characteristics. (Perhaps these are some of the pre-requisites’ of working at DY Wealth!)

I am now in the process of engaging DY Wealth to undertake my IHT planning. 

Thank you, Deven & team, for all that you have done for me. I honestly cannot thank you enough!

Wishing you all at DY Wealth, best wishes for great success and future!  

Nimisha

L Coleyshaw

Chartered accountant

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.  Options are clearly presented and explained and any questions answered promptly and effectively.  Their knowledge and expertise gives me great confidence that my pension investment is in very good hands

Mrs D

Employee at BT

I am really happy with the service and recommendations made to help me better understand my financial circumstances and plans for retirement.

Mr & Mrs R

Ex Sales Director of Large Multinational Company

Deven has provided an excellent service for us over the years – he is always friendly, very professional, consistent, and compliant. Whilst I was working Deven provided particularly beneficial advice around my pension …. lifetime allowances, government contributions and timings around taking the lump sum from my employee scheme. Effectively his advice allowed me to retire at an early age with a healthy retirement pot. He has also pointed us in the right direction in areas outside of his expertise specifically – trusts / property matters. The experts he recommended have, in turn, been professional and provided an excellent service. Deven has effectively provided a ‘one stop shop’ for all our financial needs over the period that he has been advising my wife and I.

M Hoogeboom

Director

Deven has provided me with great peace of mind to get all my pensions consolidated so to optimise the output. He has really helped to get this in the right place in terms of retirement planning and investments for the future and I am clear on what I need to do. He advocates and informs very well, and his approach is very personal showing strong knowledge and capability in the financial industry. I am very confident now that Deven is managing my pensions and investments that it will be in safe hands and optimised as much as possible. Deven is very easy to connect with and always available, really pleased with engagement and look forward to continue our working relationship.

Mr and Mrs Sharpe

Retired

Very happy with invaluable with advice and service. A very friendly, cheerful and passionate team and would thoroughly recommend. We have relied on their advice since we sold our business in 2017 and they have continued to advise us through our retirement.

G Lenden

Director Multinational Engineering Organisation

I trust Deven’s advice on my financial affairs completely and have recommended him to several of my peers. Deven has a rare capability of making complex issues simple enough for non-financial experts such as me to grasp quickly which has certainly helped me make more informed decisions.

I’m more than happy to be contacted for further comment if required either by email

C Howells

HR Director Multinational (March 2024)

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.

MRS N VEDD

Entrepreneur (APRIL 2024)

I am an entrepreneur and have just sold my care homes business and Deven has looked after my pension since 2018. I find him to be most diligent and conscientious. Today, I am able to retire comfortably, at 58, due to his good advice, guidance and support with effective financial and pension planning. I find Deven to have compassion, integrity, high values and principals in achieving best outcomes for his clients. Furthermore, from recent dealing’s with his colleagues I am delighted to see that they too hold similar values and characteristics. (Perhaps these are some of the pre-requisites’ of working at DY Wealth!)

I am now in the process of engaging DY Wealth to undertake my IHT planning. 

Thank you, Deven & team, for all that you have done for me. I honestly cannot thank you enough!

Wishing you all at DY Wealth, best wishes for great success and future!  

Nimisha

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.

Areas of excellence

Areas of excellence

  • Comprehensive asset protection strategies against taxation and inflation
  • Customised risk aversion plans tailored to your comfort levels
  • Expert guidance to maximise your wealth’s potential
  • Proactive monitoring and adjustment to reflect economic changes
  • Access to exclusive investment opportunities
  • Seamless estate planning for generational wealth transition
  • Long-term financial health checks to maintain your lifestyle
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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.