Carrie Devonshire

BSc(Hons) FPFS
Chartered Financial Planner

I started providing financial advice to Retirees, Business Owners, Company Directors, Partners, High Net Worth individuals and their families in 1999.

I am a Chartered Financial Planner and hold the Fellowship of The Personal Finance Society, universally regarded as the premier qualification within the financial services industry. I take pride in building and maintaining long term professional advisory relationships which hold independence and trust at their very heart.

My passion is holistic financial planning, developing and protecting wealth to be used at key life stages, where appropriate, and then passed cross-generationally in a manner as efficient as possible. My ethos driven by integrity of the highest order.

I am committed to provide a highly proactive, client specific and tailored advice service, using Personal Cash Flow Modelling and tax efficient strategies, surrounded by solid investment management research throughout an advisory relationship – my focus is to ensure that my clients are able to achieve their financial aims as quickly and efficiently as possible.

This leads to many outcomes; early retirement, increased wealth and income in retirement, significant wealth being passed down generations, all coming from a thorough and in-depth knowledge of both my clients and financial planning practices as they develop over the years. Building long term relationships is really important to me, looking after clients and their families, in good times and bad, ensuring that I am always available to ‘hold their hand’ in times of need. But also celebrating their successes along the way.

Likes: Cooking for family and friends, Running, training my black Labrador, overseas travel & fresh air

Dislikes: Poverty and its repercussions

Personal goal: To run the 6 World Marathon Majors before I am 50! 

I would most like to share lunch with: Michelle Obama & Sheryl Sandberg

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