Anne-Marie DipFA's Contact Details

Anne-Marie DipFA's Company Details

deVere United Kingdom

Mansfield, Ohio, United States • 11 - 50 Employees
Financial Services

Fidelius deVere Wealth Management is a provider of in-depth, long term financial management solutions for clients living in the UK, returning to the UK or coming to the UK for the first time. Through energy, excellence and integrity we strive to work harder for you with more vitality, dedication and intelligence to not only reach, but to exceed your expectations; thus realising your long-term investment goals by putting you at the centre of everything that we do, making you, the centre of our world. Fidelius deVere's sole mission is to be by your side for everything your individual financial circumstances and outcomes demand. As your trusted financial guide, we endeavour to bring you complete security and peace of mind through world-class knowledge, the most rigorous standards of service and industry-leading professionalism. We advise on all aspects of financial planning, including: • Planning and saving for retirement • Flexible options at retirement • Life Assurance and family protection • UK Mortgages • Investment planning • Portfolio review service • Education planning and funding • Financial planning for businesses • Auto enrollment services for employers • Inheritance tax and succession planning