Carrie Devonshire
Director and Chartered Independent 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 & Sandi Toksvig
Carrie is lovely. Although I’d known Carrie from running, we didn’t know each other professionally. Our first formal meeting lasted one and a half hours and I signed on the dotted line. She really knows her stuff and when she told me how much I could be saving in tax, I nearly fell off my chair. I’ve now told my three best friends and I hope they all sign up with Athena Wealth Planning too.
CM, Senior IT Company Executive
Not only is Carrie such a nice person, she is like a breath of fresh air. We’ve had some bad experiences of financial advisers in the past and now I know my capital is being protected and it’s in the right hands. Carrie certainly has our trust. She makes it all very simple for us and keeps us informed every step of the way. I would recommend Athena Wealth Planning without hesitation. They certainly have the personal touch.
P&L R, Business Owner
Carrie is your friend, you can tell her anything and she is very interested in what you have to say. When I first met her, I had a stack of paperwork that needed sorting out. She sat and helped me sift through it and now I feel completely in control. I’m impressed that she keeps qualifying. What I like about the planning, is the future planning, what you are earning now, what your assets are and when your income goes it will look like this but if you do x, y and z it will look like this. All in a completely easy to understand way. When my husband was made redundant that was a bit of a bump in the road but he’s now doing something a bit different and loving it. Carrie helping us look after the future made it all very easy to handle.
SP, Business Owner
