MICHAEL DAVEY FINANCIAL MANAGEMENT (MDFM) is a firm of fee-based Independent Financial Advisers and Investment Managers, offering bespoke advice on all aspects of financial planning. Established in 1980 and based in the City of London, we have been providing comprehensive long-term financial planning advice to our clients for over thirty-five years.
Today we advise a wide range of individuals, with many of our clients being city-based professionals, both in the UK and throughout Europe. Since the firm was founded, our aim has been to offer a highly personalised and professional service to our clients by offering the highest standard of professional advice and personal service and to create a long-term partnership with clients built on mutual trust.
Today we advise a wide range of individuals, with many of our clients being city-based professionals, both in the UK and throughout Europe. Since the firm was founded, our aim has been to offer a highly personalised and professional service to our clients by offering the highest standard of professional advice and personal service and to create a long-term partnership with clients built on mutual trust.
Services
All of the advice that we give is tailored to meet the individual objectives of each of our clients. We are also aware that those objectives, and indeed the tax and pension legislation that frames our advice, are subject to change. It is, therefore, a fundamental part of our role to review with our clients the impact of personal and legislative changes on a regular basis.
Once the strategy has been agreed, our Active Investment Management Service ('AIMS') provides for active management of your portfolio on an agreed fee basis. In structuring your portfolio we will advise you on all asset classes - including but not restricted to Cash, Fixed Interest Securities, Commercial Property, Structured Products, Absolute Return investments and Equities.
However, regular legislative changes, particular with regard to the amount that can be invested into a pension scheme each year (the "Annual Allowance") an the aggregate that can be accrued within the pension (the "Lifetime Allowance") make pension planning increasingly complex and the need for advice has perhaps never been more Important.
In structuring your portfolio we will have regard to managing your Capital Gains Tax allowance, enabling you to draw capital from your portfolio in a tax effective manner, whilst avoiding creating unnecessary tax liabilities. We will also aim to use the new annual dividend allowance to shelter more of your income from tax.
Michael founded the company in 1980 and continues to play an active role in the business, directing company strategy in his role as Chairman. Away from the office, Michael's passions include playing golf and classical guitar as well as following Fulham football club and English cricket (home and abroad).
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