De Vere Group meets life’s big issues head-on with a range of services tailored to each client’s personal financial circumstances.
The overriding company philosophy is to match clients with the best financial products from whichever provider best suits their need at the time.
That philosophy also takes into account that clients with different financial backgrounds and dealing with their own lifestyle events like marriage, bringing up families and retirement need personal advice, not canned responses from advisers with limited ranges of products.
As one of the world’s leading independent financial services companies, deVere is uniquely placed to give this advice.
With around 500 IFAs worldwide helping more than 80,000 clients manage more than $10 billion of cash and assets, adding that personal touch to the way the company does business is important.
In the end, it’s not the big numbers that count for most – it’s the individuals.
Clients want personal service and solutions to their problems, and to stay a leading company, deVere Group needs to provide that standard of service.
A large network of advisers means a company like deVere is more likely to have an in-house expert to offer that help.
Face-to-face meetings, the advice a client needs when they want it are crucial to building those individual relationships.
Clients can pick and choose from a range of services, such as:
- Pensions – SIPPS for UK tax residents and Qualifying Recognised Overseas Pension Scheme (QROPS), Qualifying Non-UK Pension Schemes (QNUPS) and European Union Retirement Benefit Schemes (EURBS)
- Private education and university fee planning
- Foreign currency exchange
- Help matching personal financial risk to an investment fund strategy
- Mortgages, life assurance and private health insurance
Of course, discussing these financial matters with clients also brings up issues relating to wills, trusts, estate planning and succession.
Regular financial reviews, updates about new products and changing markets and specialist briefings are all part of the service.
deVere Group CEO Nigel Green regularly travels the world speaking at events and is a noted inspirational speaker, while investment strategist Tom Elliott is a respected economic forecaster and also speaks to clients at international seminars.