Director And Chartered Financial Planner
Current
Dwm Financial Planning Limited
Sep 2022 - Present
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Kelly Devlin Email & Phone Number
Providing expert financial advice to families and businesses to improve their financial outcomes and financial wellbeing
at
DWM Financial Planning Limited
1 work email found
@pru.co.uk
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
DWM Financial Planning Limited
Role
Providing expert financial advice to families and businesses to improve their financial outcomes and financial wellbeing
Location
Kirkcaldy, Scotland, United Kingdom
Who is Kelly Devlin? Overview
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Quick answer
Kelly Devlin is listed as Providing expert financial advice to families and businesses to improve their financial outcomes and financial wellbeing at DWM Financial Planning Limited, based in Kirkcaldy, Scotland, United Kingdom. AeroLeads shows a work email signal at pru.co.uk and a matched LinkedIn profile for Kelly Devlin.
Kelly Devlin previously worked as Director and Chartered Financial Planner at Dwm Financial Planning Limited and Wealth Management Consultant, Private Client Division at St. James’S Place Wealth Management. Kelly Devlin holds Advanced Diploma In Financial Planning, Financial Planning And Services, Afps from Personal Finance Society (Pfs).
Company email context
Email format at DWM Financial Planning Limited
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{first}.{last}@pru.co.uk
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AeroLeads found 1 current-domain work email signal for Kelly Devlin. Compare company email patterns before reaching out.
Profile bio
About Kelly Devlin
I have worked in Financial services for over 25 years, predominantly supporting other financial advisors to improve their technical knowledge and private client skills. I now provide financial advice to clients, allowing them to directly benefit from my knowledge and experience.I am a Chartered Financial Planner and Fellow of the Personal Finance Society. This means I have attained the most prestigious level of professional achievement on offer by the Society. Of 30,000 members only 2,900 currently hold this advanced level qualification.DWM Financial Planning Ltd is an Appointed Representative of, and represents only, St. James's Place Wealth Management PLC (which is Authorised and Regulated by the Financial Conduct Authority) The titles "Partner" and "Practice" are marketing terms used to describe St. James's Place representativesSJP Approved 06/03/2023
Listed skills include Fixed Annuities, Pensions, Retirement, Critical Illness, and 2 others.
Current workplace
Kelly Devlin's current company
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Dwm Financial Planning Limited
9 roles
Kelly Devlin work experience
A career timeline built from the work history available for this profile.
Wealth Management Consultant, Private Client Division
Sep 2020 - Nov 2022
Regional Technical Connection Manager
Oct 2018 - Sep 2020
Advice And Proposition Manager
May 2015 - Oct 2018
Paraplanning Team Manager
Nov 2011 - Apr 2015
Independent Financial Adviser
Policy Services Ltd
Jun 2010 - Nov 2011
Financial Consultant
Montpelier Group
Jun 2009 - May 2010
Financial Advisor
Jan 2005 - May 2007
Practice Manager
St. James'S Place Wealth Management
May 2000 - Dec 2004
3 education records
Kelly Devlin education
Advanced Diploma In Financial Planning, Financial Planning And Services, Afps
Personal Finance Society (Pfs)
Batchelor Of Arts, Business Studies
Dippfs, Financial Services
Personal Finance Society
FAQ
Frequently asked questions about Kelly Devlin
Quick answers generated from the profile data available on this page.
What company does Kelly Devlin work for?
Kelly Devlin works for DWM Financial Planning Limited.
What is Kelly Devlin's role at DWM Financial Planning Limited?
Kelly Devlin is listed as Providing expert financial advice to families and businesses to improve their financial outcomes and financial wellbeing at DWM Financial Planning Limited.
What is Kelly Devlin's email address?
AeroLeads has found 1 work email signal at @pru.co.uk for Kelly Devlin at DWM Financial Planning Limited.
Where is Kelly Devlin based?
Kelly Devlin is based in Kirkcaldy, Scotland, United Kingdom while working with DWM Financial Planning Limited.
What companies has Kelly Devlin worked for?
Kelly Devlin has worked for Dwm Financial Planning Limited, St. James’S Place Wealth Management, Prudential Uk, Policy Services Ltd, and Montpelier Group.
How can I contact Kelly Devlin?
You can use AeroLeads to view verified contact signals for Kelly Devlin at DWM Financial Planning Limited, including work email, phone, and LinkedIn data when available.
What schools did Kelly Devlin attend?
Kelly Devlin holds Advanced Diploma In Financial Planning, Financial Planning And Services, Afps from Personal Finance Society (Pfs).
What skills is Kelly Devlin known for?
Kelly Devlin is listed with skills including Fixed Annuities, Pensions, Retirement, Critical Illness, Financial Planning, and Investment Advisory.
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