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Kelly Devlin

DWM Financial Planning

I have worked in Financial services my whole career, predominantly supporting other financial advisers to improve their technical knowledge and private client skills.

I have been director of DWM Financial Planning since 2022, and now provide financial advice directly to clients, allowing them to benefit from my knowledge and experience.

I am a Chartered Financial Planner and Fellow of the Personal Finance Society which means I have expertise in all areas of financial planning.

As an accredited member of the Society of Later Life advisers (SOLLA), I am also experienced in helping older people and their families with later life financial matters.


Business details

Position
Director
Employees
2-5
Head office
Edinburgh

Group details

Group
Fife Women In Business
Role
Treasurer

Expert Help

Kelly Devlin provides expert help to other ASB members.

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Get in touch

John Smith Business Park 1 Begg Road, Kirkcaldy, KY2 6hd

Phone
Website
LinkedIn

Visit DWM Financial Planning

John Smith Business Park 1 Begg Road, Kirkcaldy, KY2 6hd

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