deVere Italia

Financial Operations and Advisory
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370 reviews
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Customer Reviews about

deVere Italia

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Arnoud den Ouden

5.00/5.00

"Pete Smith's customised financial support"

Pete Smith, with the support of Daniela, is taking a very personalised approach, with clear guidance and rationale for what he believes are the options and potential ways forward. I would recommend Pete as a very knowledgeable and committed person to build and execute a customised financial or pension proposal.

27/06/2023

Paolo

5.00/5.00

"Zach is a brilliantly professional…"

Zach is a brilliantly professional person. He is always helpful, and never gives up when finding the right solution suitable for his clients, which he found, and is perfect for my needs.

20/06/2023

Fiona Cutts

5.00/5.00

"Pension support for UK person living in Europe"

I have been in conversations with Zachary Stafford about my pension requirements for a few months now.

My situation is quite complex, and he has always been willing to look at possibilities, rather than difficulties.

I would recommend working with him.

14/06/2023

Shirley Pullan

5.00/5.00

"Tailor-made financial advice and excellent service"

I have been a client of De Vere's on and off for 20 years. I say on and off because I was lured away for a few years and came back to De Vere. My advice based on experience is not to be swayed by other financial companies as you will have the best customer experience and the most trusted advice from De Vere themselves. I have a colleague who has been with De Vere for over 20 years and is very content with their service also, as well as many happy customers I encountered reading these reviews. My first advisor was Colin Eldridge who was wonderful and provided excellent advice. Amongst other things, he persuaded me to open an offshore savings account to anticipate low cost financial support for my son (wedding, education, first car etc). I am so happy that I did this because otherwise I would still be without equity for the most important times in his life. It also provided some support when my life changed and I needed extra cash quickly. My current advisor Andrew Daglish is great. Andrew is extremely knowledgable about markets, financial offerings and finding the right investments to ensure a good retirement. In this he brings expertise that I don't possess nor would have the means to manifest myself, and navigating this area with the complexities of my non-domicile residency would be otherwise impossible. He is transparent with costs, risks & pitfalls, as well as which investments are the most appropriate for my circumstances. On top he is a super guy and I always look forward to our meetings.

14/06/2023

Francesco Marchi

5.00/5.00

"Pedro is professional and efficient"

I have been a client of deVere’s since 2011 and I had the opportunity to talk to several advisors. To be frank sometimes it was somewhat chaotic. BUT since I met Pedro Macedo two years or so ago, things moved smoothly and we had very good advices following very professional discussions. I took recently back my money and Pedro helped me, with a lot of patience, to ensure a smooth and as rapid as possible recovering of my dues. Obrigado Pedro

05/06/2023

Jamie Burns

5.00/5.00

"Excellent service"

Clear, detailed communication and guidance through every eventuality and step of the process. Thomas Budd was very easy to talk to, knowledgeable and available for whenever support was needed.

03/05/2023

JP

5.00/5.00

"Chris was professional and efficient…"

Chris was professional and efficient in his advice and approach. He even flew to France for the meetings from Italy to ensure everything was ok and clear. Highly advise.

24/04/2023

Sergio Battimiello

4.00/5.00

"Grazie Anna. Such an impeccable service, in difficult times."

I want to testify that I have requested to withdraw the invested sums in Devere, due to personal and professional needs. Nothing has to do with the service provided by Devere in the person of Anna Kirk who has always been courteous, providing impeccable service with great efficiency and results, despite the difficult times we are going through. Grazie Anna!
Sergio Battimiello

20/04/2023

Christina Brillantes

5.00/5.00

"Excellent guidance and support in financial planning"

I finalised the transfer of funds from other sources to DeVere after almost one year of effort, hassle and headache. My financial advisor at deVere, Kerry Newcombe, helped me to navigate through all of the obstacles and the frustratingly annoying and at times chaotic bureaucracy. And all that effort simply to be able to access my own funds, in the name of "security" and to avoid money laundering. I am delighted and relieved to have my savings out of the hands of the previous financial advisors (who did nothing in the way of service and guidance) and into something more suitable and secure under my name. Kerry was extremely helpful, patient, and encouraging me to keep focussed on the end goal, that of getting my money into a better financial vehicle. So a very big thank you to Kerry for her help, guidance and professionalism! I only wish I'd been introduced to her and DeVere years ago!

15/02/2023

Max

5.00/5.00

"I have been working with Seana for cross border assitance: really valuable support!|"

I have been working with Seana for almost 2 years now with personal financial matters, mainly relating to cross border assistance after the backlash of Brexit. She is knowledgeable and is always very happy to help and is always available if I have any questions. I would recommend her to anyone

09/02/2023
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