Kelly Devlin
Financial Planner Chartered
Kelly’s relationship with St. James's Place dates back to 1998 when she joined J Rothschild Assurance as a graduate trainee.
Kelly joined the team at DWM Financial Planning in September 2022.
Kelly is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute and can advise clients on all aspects of their finances.
About
Kelly lives in Bo'ness with her husband Mark, and her children Lewis and Isla.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
