Veronica Devereux

Financial Planner, Partner

Veronica is passionate about helping clients achieve financial peace of mind, enabling them to live the life they desire. Her diverse clientele includes individuals from both public and private sectors, business owners, and members of the clergy, ranging in age from 21 to 96. Additionally, she collaborates with other professionals to provide expert advice on trust investments. She has expertise in pensions, investments and intergenerational planning. She uses cash flow modelling to help clients strategise their future and deal with life events as they happen. 

Veronica never underestimates the level of trust her clients place in her. She takes time to get to know each client and develop a long term relationship, understanding how they feel about money and how it can help them to achieve what is important to them. Veronica is also committed to helping clients invest in line with their values and has expertise in investing sustainably, if this is a priority.  

Alongside a BA Hons in European Business and experience in the corporate world, she holds the Diploma in Regulated Financial Planning and continues to study. 

Veronica recognises each clients’ journey is unique, tailoring her approach to meet their individual needs.